REDWOOD FINANCIAL NETWORK CORP.
Legal name: REDWOOD FINANCIAL NETWORK
CRD #157834 SEC #801-79617 SOLON, OH 440-287-5020
SEC Registered
Total AUM
$226M
Discretionary
$224.2M
Employees
11
Clients
10
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $226M | $224.2M | $1.7M | 11 | 1 |
| Mar 2025 | $226M | $224.2M | $1.7M | 11 | 1 |
| Mar 2024 | $187.4M | $185.7M | $1.7M | 10 | 1 |
| Mar 2023 | $165.1M | $163.5M | $1.6M | 11 | 1 |
| Dec 2022 | $180.1M | $179.3M | $757.3K | 11 | 1 |
| Mar 2022 | $180.1M | $179.3M | $757.3K | 11 | 1 |
| Feb 2022 | $150.8M | $150.2M | $583.5K | 9 | 0 |
| Sep 2021 | $150.8M | $150.2M | $583.5K | 9 | 0 |
| Sep 2021 | $150.8M | $150.2M | $583.5K | 10 | 0 |
| May 2021 | $150.8M | $150.2M | $583.5K | 10 | 0 |
| Mar 2021 | $150.8M | $150.2M | $583.5K | 10 | 0 |
| Sep 2020 | $118.5M | $116.9M | $1.6M | 10 | 0 |
| Jun 2020 | $118.5M | $116.9M | $1.6M | 10 | 0 |
| May 2020 | $118.5M | $116.9M | $1.6M | 10 | 0 |
| Mar 2020 | $118.5M | $116.9M | $1.6M | 10 | 0 |
| Oct 2019 | $94.2M | $92.7M | $1.5M | 9 | 0 |
| Mar 2019 | $94.2M | $92.7M | $1.5M | 9 | 0 |
| Jun 2018 | $101.9M | $100.3M | $1.6M | 9 | 0 |
| Mar 2018 | $101.9M | $100.3M | $1.6M | 9 | 0 |
| Mar 2017 | $92.4M | $89.4M | $3M | 9 | 300 |
| Feb 2017 | $125.4M | $112.3M | $13.2M | 9 | 300 |
| Dec 2016 | $125.4M | $112.3M | $13.2M | 13 | 300 |
| Oct 2016 | $125.4M | $112.3M | $13.2M | 13 | 300 |
| Jul 2016 | $125.4M | $112.3M | $13.2M | 13 | 300 |
| Jul 2016 | $125.4M | $112.3M | $13.2M | 13 | 300 |
| Mar 2016 | $125.4M | $112.3M | $13.2M | 13 | 300 |
| Feb 2016 | $116.9M | $101.3M | $15.6M | 13 | 300 |
| Aug 2015 | $116.9M | $101.3M | $15.6M | 13 | 300 |
| Jul 2015 | $116.9M | $101.3M | $15.6M | 13 | 300 |
| May 2015 | $116.9M | $101.3M | $15.6M | 13 | 300 |
| Apr 2015 | $116.9M | $101.3M | $15.6M | 12 | 300 |
| Mar 2015 | $116.9M | $101.3M | $15.6M | 12 | 300 |
| Jan 2015 | $103.4M | $91.5M | $12M | 10 | 200 |
| Jun 2014 | $103.4M | $91.5M | $12M | 10 | 200 |
| May 2014 | $103.4M | $91.5M | $12M | 10 | 200 |
| Apr 2014 | $103.4M | $91.5M | $12M | 10 | 200 |
DateJul 2025
Total AUM$226M
Discretionary$224.2M
Non-Disc.$1.7M
Employees11
Clients1
DateMar 2025
Total AUM$226M
Discretionary$224.2M
Non-Disc.$1.7M
Employees11
Clients1
DateMar 2024
Total AUM$187.4M
Discretionary$185.7M
Non-Disc.$1.7M
Employees10
Clients1
DateMar 2023
Total AUM$165.1M
Discretionary$163.5M
Non-Disc.$1.6M
Employees11
Clients1
DateDec 2022
Total AUM$180.1M
Discretionary$179.3M
Non-Disc.$757.3K
Employees11
Clients1
DateMar 2022
Total AUM$180.1M
Discretionary$179.3M
Non-Disc.$757.3K
Employees11
Clients1
DateFeb 2022
Total AUM$150.8M
Discretionary$150.2M
Non-Disc.$583.5K
Employees9
Clients0
DateSep 2021
Total AUM$150.8M
Discretionary$150.2M
Non-Disc.$583.5K
Employees9
Clients0
DateSep 2021
Total AUM$150.8M
Discretionary$150.2M
Non-Disc.$583.5K
Employees10
Clients0
DateMay 2021
Total AUM$150.8M
Discretionary$150.2M
Non-Disc.$583.5K
Employees10
Clients0
DateMar 2021
Total AUM$150.8M
Discretionary$150.2M
Non-Disc.$583.5K
Employees10
Clients0
DateSep 2020
Total AUM$118.5M
Discretionary$116.9M
Non-Disc.$1.6M
Employees10
Clients0
DateJun 2020
Total AUM$118.5M
Discretionary$116.9M
Non-Disc.$1.6M
Employees10
Clients0
DateMay 2020
Total AUM$118.5M
Discretionary$116.9M
Non-Disc.$1.6M
Employees10
Clients0
DateMar 2020
Total AUM$118.5M
Discretionary$116.9M
Non-Disc.$1.6M
Employees10
Clients0
DateOct 2019
Total AUM$94.2M
Discretionary$92.7M
Non-Disc.$1.5M
Employees9
Clients0
DateMar 2019
Total AUM$94.2M
Discretionary$92.7M
Non-Disc.$1.5M
Employees9
Clients0
DateJun 2018
Total AUM$101.9M
Discretionary$100.3M
Non-Disc.$1.6M
Employees9
Clients0
DateMar 2018
Total AUM$101.9M
Discretionary$100.3M
Non-Disc.$1.6M
Employees9
Clients0
DateMar 2017
Total AUM$92.4M
Discretionary$89.4M
Non-Disc.$3M
Employees9
Clients300
DateFeb 2017
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees9
Clients300
DateDec 2016
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees13
Clients300
DateOct 2016
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees13
Clients300
DateJul 2016
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees13
Clients300
DateJul 2016
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees13
Clients300
DateMar 2016
Total AUM$125.4M
Discretionary$112.3M
Non-Disc.$13.2M
Employees13
Clients300
DateFeb 2016
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees13
Clients300
DateAug 2015
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees13
Clients300
DateJul 2015
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees13
Clients300
DateMay 2015
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees13
Clients300
DateApr 2015
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees12
Clients300
DateMar 2015
Total AUM$116.9M
Discretionary$101.3M
Non-Disc.$15.6M
Employees12
Clients300
DateJan 2015
Total AUM$103.4M
Discretionary$91.5M
Non-Disc.$12M
Employees10
Clients200
DateJun 2014
Total AUM$103.4M
Discretionary$91.5M
Non-Disc.$12M
Employees10
Clients200
DateMay 2014
Total AUM$103.4M
Discretionary$91.5M
Non-Disc.$12M
Employees10
Clients200
DateApr 2014
Total AUM$103.4M
Discretionary$91.5M
Non-Disc.$12M
Employees10
Clients200