Redwood Investments, LLC

Redwood Investments, LLC (CRD# 133028) is a financial advisory firm headquartered in Newton, MA. They manage $1,254,124,000 in 178 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,254
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $7,045,640
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, MA, MD, NY, PA, TX

Financial Advisors at Redwood Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Gregory M. Jones
CRD#: 1051895
One Gateway Center, Suite 802, Suite 802, Newton, MA 02458
96
Wealthminder
score

Gregory Jones (CRD# 1051895) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 35 years of experience in the finance industry.

2
Valerie B. Klaiman
CRD#: 1194455
One Gateway Center, Suite 802, Newton, MA 02458
96
Wealthminder
score

Valerie Klaiman (CRD# 1194455) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 34 years of experience in the finance industry.

3
Pragna D. Shere
CRD#: 5783729
One Gateway Center, Suite 802, Suite 802, Newton, MA 02458
96
Wealthminder
score

Pragna Shere (CRD# 5783729) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 8 years of experience in the finance industry.

4
Jennifer K. Silver
CRD#: 2916296
One Gateway Center, Suite 802, Newton, MA 02458
96
Wealthminder
score

Jennifer Silver (CRD# 2916296) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 20 years of experience in the finance industry.

5
Michael J. Mufson
CRD#: 4875863
One Gateway Center, Suite 802, Newton, MA 02458
90
Wealthminder
score

Michael Mufson (CRD# 4875863) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.

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