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PROLIFIC SOLUTIONS
REDWOOD ADVISORY, LLC
CRD 322770 · SEC 801-126440
260 MADISON AVE, 8TH FLOOR, NEW YORK, NY, 10016, United States
Phone
(646) 988- 5216
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$88.5M
Discretionary AUM
$88.5M
Team
2 total employees; 2 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.8M |
| High net worth individuals | 41 | $83.5M |
| Pension/profit sharing plans | 2 | $2.2M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD