Redtree Investment Group

Redtree Investment Group (CRD# 171615) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,111,336,843 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3805 Edwards Road, Suite 605, Cincinnati, OH 45209
http://www.redtreeinv.com
By the Numbers
  • Total Assets Under Management
    2,111
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $9,139,986
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

OH

Financial Advisors at Redtree Investment Group
Showing 1 - 4 of 4 top financial advisors.
1
Ryan Nelson, financial advisor Cincinnati OH
Ryan K. Nelson
CRD#: 2469485
3805 Edwards Road, Suite 605, Cincinnati, OH 45209
96
Wealthminder
score

Ryan Nelson (CRD# 2469485) is an Investment Advisor Representative working at Redtree Investment Group in Cincinnati, OH and has over 21 years of experience in the finance industry.

2
Jennifer Trowbridge, financial advisor Cincinnati OH
Jennifer C. Trowbridge
CRD#: 3000281
3805 Edwards Road, Suite 605, Cincinnati, OH 45209
93
Wealthminder
score

Jennifer Trowbridge (CRD# 3000281) is an Investment Advisor Representative working at Redtree Investment Group in Cincinnati, OH and has over 5 years of experience in the finance industry.

3
Anthony Martino, financial advisor Cincinnati OH
Anthony J. Martino
CRD#: 5968015
3805 Edwards Road, Suite 605, Cincinnati, OH 45209
88
Wealthminder
score

Anthony Martino (CRD# 5968015) is an Investment Advisor Representative working at Redtree Investment Group in Cincinnati, OH and has over 2 years of experience in the finance industry.

4
Joseph Violand, financial advisor Cincinnati OH
Joseph W. Violand
CRD#: 6380172
3805 Edwards Road, Suite 605, Cincinnati, OH 45209
88
Wealthminder
score

Joseph Violand (CRD# 6380172) is an Investment Advisor Representative working at Redtree Investment Group in Cincinnati, OH and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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