Jamilah
Mccluney
Redwood Private Wealth
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About this Advisor
Jamilah Mccluney is a financial advisor working out of Phoenix, Arizona with 1 year of relevant experience. Mccluney works at Redwood Private Wealth. Over the course of their career, they have held roles at Belpointe Asset Management, Jamilah Mccluney, Money Md, Black Wealth Financial, LLC, Virtue Capital Management, Blue Ocean Capital Management, Redwood Private Wealth LLC and Redwood Tax Specialists. Mccluney has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California. Redwood Private Wealth is a financial advisory firm headquartered in Phoenix, AZ. The firm has offices in 12 locations and a total of 51 advisors. It handles $204 million in assets among its 1,788 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,788 customer accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Redwood Private Wealth can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jamilah Mccluney Work History
Jamilah has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Redwood Tax Specialists
Black Wealth Financial, LLC
Jamilah Mccluney
Belpointe Asset Management
Virtue Capital Management
Blue Ocean Capital Management
Money Md
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamilah Mccluney 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
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Middletown, DE
Aiken, SC
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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