REDW WEALTH LLC

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Redw Wealth is based out of Albuquerque. Redw Wealth is a large advisory firm with 356 clients and discretionary assets under management (AUM) of $753,879,593 (Form ADV from 2019-09-01). Their last reported 13F filing for Q1 2020 included $159,228,000 in managed 13F securities and a top 10 holdings concentration of 73.81%. Redw Wealth's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 1,180,591. Redw Wealth has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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03/31/2020

13F Activity

  • Market Value $159.228 Million
  • Prior Market Value $179.533 Million
  • New Purchases4 stocks
  • Additional Purchases32 stocks
  • Sold out of12 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 73.81 %
  • Turnover % [1]:21.62%
  • Turnover Alt % [2]: 9.32 %
  • Time Held Top20:11.20 quarters
  • Time Held Top10:8.20 quarters
  • Time Held All:10.66 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.86%
Performance Last 4 Quarters: 2.89%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

REDW WEALTH LLC
7425 JEFFERSON NE
ALBUQUERQUE NM    87109
Country: United States

Business Phone: 505-998-3200
Fax: 505-345-2010
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NM
Number of employees: 12
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,NEGOTIATED FEES FOR BUNDLED SERVICES
Amount of client funds and securities: 20,013,000
Total Number of Clients: 356
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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REDW WEALTH LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

REDW WEALTH LLC

ownership team - last updated 2019-06-07
Name Title Start Date Direct/Indirect % Ownership
REDW LLC PARENT COMPANY 10/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PARENT COMPANY direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC SISTER COMPANY direct 1999-10-01
REDW ASSET MANAGEMENT, LLC 100% WHOLLY OWNED SUBSIDIARY OF REDW BUSINESS & FINANCIAL RESOURCES, LLC AND CONTROL ENTITY TO REDW ASSET MANAGEMENT, LLC direct 1997-01-01 2002-11-22
REDW STANLEY WEALTH ADVISORS, LLC PARENT COMPANY direct 1999-10-01 2013-03-28
COGAN, STEVEN, R PRINCIPAL 10/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1999-10-01
RIVERA, RON, JAMES PRINCIPAL 01/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1997-01-01
TRUJILLO, JAMES, D PRINCIPAL 01/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2013-01-01
MONTOYA, JAMES, FRANCISCO PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
TYHURST, CHRISTOPHER, WAYNE PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
FRIEND, THOMAS, L PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
ALLEN, MICHAEL, TIMOTHY PRINCIPAL 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-01-01
FRIEFIELD, BARRY, R PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
ABALOS, SANDRA, ANN PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
HARRIS, STEPHEN, T PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
WILSON, CORRINE PRINCIPAL 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2016-06-01
Roderick, Christina PRINCIPAL 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2017-07-01
Willingham, Dean PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
Kamal, Mustafa PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
MADRID, PAUL, LUIS CHIEF COMPLIANCE OFFICER, PRINCIPAL 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, PRINCIPAL direct 2018-06-01
Davis, Dennis PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2019-01-01
Chelius, Mike, D PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2019-01-01

REDW WEALTH LLC

ownership team - last updated 2019-02-13
Name Title Start Date Direct/Indirect % Ownership
REDW LLC PARENT COMPANY 10/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PARENT COMPANY direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC SISTER COMPANY direct 1999-10-01
REDW ASSET MANAGEMENT, LLC 100% WHOLLY OWNED SUBSIDIARY OF REDW BUSINESS & FINANCIAL RESOURCES, LLC AND CONTROL ENTITY TO REDW ASSET MANAGEMENT, LLC direct 1997-01-01 2002-11-22
REDW STANLEY WEALTH ADVISORS, LLC PARENT COMPANY direct 1999-10-01 2013-03-28
COGAN, STEVEN, R PRINCIPAL 10/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1999-10-01
RIVERA, RON, JAMES PRINCIPAL 01/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1997-01-01
TRUJILLO, JAMES, D PRINCIPAL 01/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2013-01-01
MONTOYA, JAMES, FRANCISCO PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
TYHURST, CHRISTOPHER, WAYNE PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
ALLEN, MICHAEL, TIMOTHY PRINCIPAL 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-01-01
FRIEFIELD, BARRY, R PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
ABALOS, SANDRA, ANN PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
FRIEND, THOMAS, L PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
HARRIS, STEPHEN, T PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
WILSON, CORRINE PRINCIPAL 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2016-06-01
Roderick, Christina PRINCIPAL 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2017-07-01
Willingham, Dean PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
Kamal, Mustafa PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
MADRID, PAUL, LUIS CHIEF COMPLIANCE OFFICER, PRINCIPAL 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, PRINCIPAL direct 2018-06-01
Davis, Dennis PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2019-01-01
Chelius, Mike, D PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2019-01-01

REDW STANLEY FINANCIAL ADVISORS, LLC

ownership team - last updated 2018-10-16
Name Title Start Date Direct/Indirect % Ownership
REDW LLC PARENT COMPANY 10/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PARENT COMPANY direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC SISTER COMPANY direct 1999-10-01
REDW ASSET MANAGEMENT, LLC 100% WHOLLY OWNED SUBSIDIARY OF REDW BUSINESS & FINANCIAL RESOURCES, LLC AND CONTROL ENTITY TO REDW ASSET MANAGEMENT, LLC direct 1997-01-01 2002-11-22
REDW STANLEY WEALTH ADVISORS, LLC PARENT COMPANY direct 1999-10-01 2013-03-28
COGAN, STEVEN, R PRINCIPAL 10/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1999-10-01
RIVERA, RON, JAMES PRINCIPAL 01/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1997-01-01
TRUJILLO, JAMES, D PRINCIPAL 01/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2013-01-01
MONTOYA, JAMES, FRANCISCO PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
TYHURST, CHRISTOPHER, WAYNE PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
ALLEN, MICHAEL, TIMOTHY PRINCIPAL 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-01-01
FRIEFIELD, BARRY, R PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
ABALOS, SANDRA, ANN PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
FRIEND, THOMAS, L PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
HARRIS, STEPHEN, T PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
WILSON, CORRINE PRINCIPAL 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2016-06-01
Roderick, Christina PRINCIPAL 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2017-07-01
Willingham, Dean PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
Kamal, Mustafa PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
MADRID, PAUL, LUIS CHIEF COMPLIANCE OFFICER, PRINCIPAL 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, PRINCIPAL direct 2018-06-01

REDW STANLEY FINANCIAL ADVISORS, LLC

ownership team - last updated 2018-06-22
Name Title Start Date Direct/Indirect % Ownership
REDW LLC PARENT COMPANY 10/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PARENT COMPANY direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC SISTER COMPANY direct 1999-10-01
REDW ASSET MANAGEMENT, LLC 100% WHOLLY OWNED SUBSIDIARY OF REDW BUSINESS & FINANCIAL RESOURCES, LLC AND CONTROL ENTITY TO REDW ASSET MANAGEMENT, LLC direct 1997-01-01 2002-11-22
REDW STANLEY WEALTH ADVISORS, LLC PARENT COMPANY direct 1999-10-01 2013-03-28
COGAN, STEVEN, R PRINCIPAL 10/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1999-10-01
RIVERA, RON, JAMES PRINCIPAL 01/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 1997-01-01
TRUJILLO, JAMES, D PRINCIPAL 01/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 1997-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2013-01-01
STANLEY, VIRGINIA, M K PRINCIPAL 10/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL direct 1999-10-01
REDW STANLEY WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL direct 1999-10-01
MONTOYA, JAMES, FRANCISCO PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
TYHURST, CHRISTOPHER, WAYNE PRINCIPAL 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2008-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2008-01-01
ALLEN, MICHAEL, TIMOTHY PRINCIPAL 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-01-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-01-01
FRIEFIELD, BARRY, R PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
ABALOS, SANDRA, ANN PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
FRIEND, THOMAS, L PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
HARRIS, STEPHEN, T PRINCIPAL 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2012-11-01
REDW STANLEY WEALTH ADVISORS, LLC PRINCIPAL direct 2012-11-01
WILSON, CORRINE PRINCIPAL 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2016-06-01
Roderick, Christina PRINCIPAL 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2017-07-01
Willingham, Dean PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
Kamal, Mustafa PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC PRINCIPAL direct 2018-01-01
MADRID, PAUL, LUIS CHIEF COMPLIANCE OFFICER, PRINCIPAL 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REDW STANLEY FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, PRINCIPAL direct 2018-06-01

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