REDFIELD, BLONSKY & STARINSKY, LLC

RIASEC Registered
Total AUM
$59.4M
Discretionary
$59.4M
100% of AUM
Avg account
$326K
Accounts
182
Employees
3
Advisory reps
2

Firm details

Headquarters
WESTFIELD, New Jersey
CRD number
128714
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI63.71%
  • Individuals36.29%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Redfield, Blonsky & Starinsky, LLC operates as a small, independent advisory firm that combines accounting services with discretionary portfolio management for individuals, families and small businesses as well as business and institutional clients. The firm charges clients on a percentage-of-assets-under-management basis and favors equity exposure as its primary allocation theme. Investment activity is executed through separately managed accounts and exchange-traded instruments, with trading and custody routed through a major retail custodian. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 9%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents9%

Owners & executives

1 of 1
  • RONALD REDFIELD

    CEO & Chief Investment OfficerCRD 4713733

Contacts

1 of 1
  • ALAN STARINSKY

    AccountantCRD 4714109

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTFIELD, NJ

UNION

Location

WESTFIELD, NJ

Headquartered in WESTFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
1024 South Ave W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth