Redpoint Investment Advisors

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$291K
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
311737
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Redpoint Investment Advisors is a small, client-focused registered investment adviser serving individuals and families, with occasional small-business relationships. The firm’s advisory work centers on discretionary portfolio management, delivered under a mix of asset-based fees and hourly consults. Redpoint’s stated investment preference is equities, and its portfolios are constructed predominantly with exchange-traded instruments and separately managed account frameworks rather than large allocations to cash or broad fixed-income sleeves. The firm does not present itself as a multi-state adviser, pension consultant, or capital allocator; it also does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Jason Parrish

    Jason Parrish

    Founder & CIOCRD 7312545

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth