James
Crow
Redwood Private Wealth
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About this Advisor
James Crow is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. James has previously held positions at Wealth Planners Advisory Group, Independent Insurance Agent, and Redwood Private Wealth LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, James is part of Redwood Private Wealth, which operates out of Phoenix, Arizona. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Crow Work History
Redwood Private Wealth LLC
Wealth Planners Advisory Group
Independent Insurance Agent
Wealth Planners Advisory Group
Disclosures
Please visit the SEC profile of James Crow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Redwood Private Wealth
Seattle, WA
Highland, NY
Bolton, CT
Cherryville, NC
Colorado Springs, CO
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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