Redtail Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
West Bloomfield, Michigan
CRD number
169781
Registered since
August 19, 2014

Firm profile

FINTRX

Overview

Redtail Capital Markets, LLC is organized as a limited liability company and has been SEC-registered since 2014. The firm is owned by an individual and is classified as "Unclassified" in the available dataset. FINTRX notes that Redtail is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser by their reporting, and is not listed as a pension consultant or related adviser. The firm has not supplied detail about its advisory activities, client types, fee structure, or investment approach in the source record.

Assets & Accounts

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

Owners & executives

2 of 2
  • Gigs Taylor-stephenson

    Gigs Taylor-stephenson

    SVP, Chief Compliance OfficerCRD 2100004

  • Anthony Caudle

    Anthony Caudle

    CEO & ChairmanCRD 2498387

Contacts

1 of 1
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Bloomfield, MI

Oakland

Location

West Bloomfield, MI

Headquartered in West Bloomfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
6983 Hawk Woods Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth