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Redeem Financial Group LLC

CRD 313761SEC# 801-136807Gilbert, AZ
Export (members)
No longer SEC-registered. Redeem Financial Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$118.6M
Employees
4
Accounts
773
Location
Gilbert, AZ

Redeem Financial Group LLC assets under management

Redeem Financial Group LLC is an investment advisory firm registered with the SEC based in Gilbert, AZ. It reports $118.6 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Redeem Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Houston James Friend ControlOwner/Chief Compliance Officer25-50%2024
Jeremy Edward Sharp ControlManaging Partner/Managing MemberOver 75%2021

Frequently asked questions

How much does Redeem Financial Group LLC manage?

Redeem Financial Group LLC reports $118.6 million in regulatory assets under management on its Form ADV.

How many employees does Redeem Financial Group LLC have?

Redeem Financial Group LLC reports 4 employees.

Where is Redeem Financial Group LLC located?

Redeem Financial Group LLC is based in Gilbert, AZ.

Does Redeem Financial Group LLC disclose fund performance?

Redeem Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$118.6M
Non-discretionary$0
Total (RAUM)$118.6M