Shadowridge Asset Management, LLC

Shadowridge Asset Management, LLC (CRD# 162066) is a financial advisory firm headquartered in Austin, TX. They manage $25,346,328 in 484 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $52,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CA, OH, TX

Financial Advisors at Shadowridge Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laura F. Redfern
CRD#: 5190884
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746
96
Wealthminder
score

Laura Redfern (CRD# 5190884) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 9 years of experience in the finance industry. Laura Redfern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan C. Redfern
CRD#: 4169279
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746
96
Wealthminder
score

Ryan Redfern (CRD# 4169279) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 13 years of experience in the finance industry.

3
David H. Featherston
CRD#: 6171230
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746
90
Wealthminder
score

David Featherston (CRD# 6171230) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 3 years of experience in the finance industry.

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