REDMONT WEALTH
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 310981
- Registered since
- October 23, 2020
- Website
- www.redmontwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redmont Wealth is an independent, owner-operated registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator rather than a pure stock-picker. Its advisory remit includes portfolio management for businesses and institutions. Redmont uses a fixed-fee billing model and does not identify as an active ESG investor or as a multi-state pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1JAMES LANGER
Chief Investment OfficerCRD 4445676
Contacts
2 of 2WILLIAM BRANCOVSKY
MemberCRD 7772381
HERBERT PRESSLY
MemberCRD 6050196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$54.6M in ETFs
77%
$42.2M
21%
$12.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $8.5M | 44,603 | 15.65% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 444 W Lake St
- Time zone
- CT (UTC-6)
- Office locations
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