R
$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-29-2010
- Office Locations
- 1
Office Locations
-- Littleton CO
About RED Meadow Advisors, LLC
Red Meadow Advisors is a Colorado fee-only RIA providing investment advice and financial planning for individuals, families, and select foundations/endowments, with an emphasis on client education (college funding and retirement distributions). CIO Helen Raleigh, CFA (17+ years) builds largely ETF-based portfolios and is a published author; the firm reports custody via Altruist.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$371.4K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Technology
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Owner & Executives
Q
QIANG ZHOU RALEIGH
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #5825050
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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