Unclaimed Profile

Michael J Mufson

REDWOOD INVESTMENTS, LLC·BOSTON, Massachusetts

Clean record21 years registeredREDWOOD INVESTMENTS, LLC

265 FRANKLIN STREET, BOSTON, MA 02110CRD# 4875863Firm CRD# 133028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael J Mufson · BOSTON, MA

Registration

CRD #4875863 · REDWOOD INVESTMENTS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

REDWOOD INVESTMENTS, LLC

Nov 2004 – present

Registrations & Exams

Registration record

First registered · November 30, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REDWOOD INVESTMENTS, LLC

CRD 133028 · SEC 801-63597

AUM

$1.7B

Regulatory assets under management

Employees

214 client accounts

Services offered by REDWOOD INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at REDWOOD INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael J Mufson offer?

Michael J Mufson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Michael J Mufson's credentials?

Michael J Mufson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael J Mufson located?

Michael J Mufson is based in BOSTON, Massachusetts, working with REDWOOD INVESTMENTS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Michael J Mufson charge for services?

Michael J Mufson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDWOOD INVESTMENTS, LLC?

REDWOOD INVESTMENTS, LLC has approximately 12 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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