Redwood Investments, LLC

Redwood Investments, LLC (CRD# 133028) is a financial advisory firm headquartered in Newton, MA. They manage $1,020,452,064 in 141 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,020
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $7,237,249
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, NY, TX

Financial Advisors at Redwood Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 33 years of experience in the finance industry.

2
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 19 years of experience in the finance industry.

3
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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.