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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-1991
- Office Locations
- 1
Office Locations
About Redstone Advisors INC
Redstone Advisors is an independent, fee-only SEC-registered RIA (founded 1991) specializing in actively managed, customized bond portfolios delivered via separately managed accounts. The firm serves high-net-worth individuals and institutional clients nationwide, with an investment focus on fixed income for wealth preservation and income. A key differentiator for partners: it is wholly owned by active principals with no outside affiliations, so clients work with the same people managing the portfolios.
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Owner & Executives
MARC ALAN VINCENT
Advisor, Chief Compliance Officer, President
- CRD
- #1794246
- Ownership
- 50% but less than 75%
GARY LYNN GAMM
MANAGING DIRECTOR, Retirement Plan Consultant
- CRD
- #4351428
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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GREGORY JAMES PALKO
Portfolio Manager
- CRD
- #5968887
PATRICIA ANN STATHAM
Portfolio Manager
- CRD
- #1774804
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $490,614,150 | $3,529,598 |
| Non-Discretionary | $0 | -- |
| Total | $490,614,150 | $3,529,598 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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