Overview
Assets Under Management: $315 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 7
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.02
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 327
Discretionary Accounts: 327
Regulatory Filings
CRD Number: 300477
Last Filing Date: 2025-02-28 00:00:00
Website: https://www.linkedin.com/company/redbud-advisors