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Redfield, Blonsky & Starinsky, LLC

Redfield, Blonsky & Starinsky, LLC. CRD 128714

Redfield, Blonsky & Starinsky, LLC logo

CRD: 128714

Redfield, Blonsky & Starinsky, LLC

$59.4M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
3 Employees
125 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
10-24-2003
Office Locations
1

Office Locations

1024 South Avenue West PO BOX 2069 Westfield NJ

About Redfield, Blonsky & Starinsky, LLC

Redfield, Blonsky & Starinsky, LLC is a retail-focused RIA offering financial planning and portfolio construction, including tax and estate planning and insurance/education planning. The firm publishes periodic investment letters and insights and primarily implements portfolios using ETFs and mutual funds, with custody at Charles Schwab.

Team overview

67 AVG AGE
$59.4M AVG AUM / ADVISOR
$474.9K AVG AUM / CLIENT
18.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

Custodian

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

RONALD RICHARD REDFIELD

RONALD RICHARD REDFIELD

Chief Compliance Officer, Managing Member, Owner

CRD
#4713733
Ownership
50% but less than 75%
Available
Available
Available
A

ALAN BARRY STARINSKY

Managing Member

CRD
#4714109
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2011
05-29-2012
Category Assets AVG. Account size
Discretionary $59,359,461 $114,652
Non-Discretionary $0 --
Total $59,359,461 $114,652

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

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