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Redwood Financial Planning, LLC

● SEC registered since 2023CRD 291250SEC# 801-127675Scotch Plains, NJ
Export (members)
Reg. AUM
$212.8M
Employees
4
Accounts
1,294
Location
Scotch Plains, NJ

Redwood Financial Planning, LLC assets under management

Redwood Financial Planning, LLC operates as an SEC-registered investment adviser based in Scotch Plains, NJ. The firm has been registered since 2023. It reports $212.8 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/jaredsfriedmanView on SEC.gov ↗

Redwood Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jared Scott Friedman ControlPresident/Owner/Chief Compliance Officer50-75%2010
Michael Allen McLane ControlCo-President/Owner50-75%2021

Frequently asked questions

How much does Redwood Financial Planning, LLC manage?

Redwood Financial Planning, LLC reports $212.8 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Financial Planning, LLC have?

Redwood Financial Planning, LLC reports 4 employees.

Where is Redwood Financial Planning, LLC located?

Redwood Financial Planning, LLC is based in Scotch Plains, NJ and has been SEC-registered since 2023.

Does Redwood Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address1812 Front Street, Scotch Plains, NJ 07076
Phone908-663-2125
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$212.8M
Non-discretionary$0
Total (RAUM)$212.8M