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REDWOOD FINANCIAL NETWORK

REDWOOD FINANCIAL NETWORK CORP.

CRD 157834 · SEC 801-79617

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30285 BRUCE INDUSTRIAL PARKWAY, SUITE A, SOLON, OH, 44139, United States

Phone

440-287-5020

Fax

440-296-8050

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$262.8M

Discretionary AUM

$261.1M

Team

11 total employees; 8 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals625$75.7M
High net worth individuals387$182.9M
Pension/profit sharing plans6$4.1M
Corporations/business entities1$107K

States served

CA, GA, NC, OH, OR, PA, SC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD