Red Wave Investments

Red Wave Investments (CRD# 153198) is a financial advisory firm headquartered in , . They manage $6,006,678 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $158,070
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, VA

Financial Advisors at Red Wave Investments
Showing 1 - 1 of 1 top financial advisors.
1
Marc Smith
CRD#: 4840338
3 Tannenbaum Cir, Dillsburg, PA 17019
100
Wealthminder
score

I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.

Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.

I work with every client to put together a plan for your specific needs and goals. Many factors can influence the best way to manage your portfolio. I’ll work with you to understand your factors and create a custom portfolio specifically designed for your objectives.

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