Red Spruce Capital
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1055 Westlakes Dr Ste 300, Berwyn, Penns...Phone Number
(610) 727-4270Website
www.redsprucecapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Red Spruce Capital
Red Spruce Capital is a Registered Investment Advisor that specializes in direct investments in publicly traded stocks and bonds, differentiating itself from typical advisors by avoiding mutual funds, insurance products, and hedge funds. The firm conducts thorough research on industries and businesses to guide their investment decisions, serving a diverse clientele including individuals, families, businesses, and trusts. Founded in 2011, Red Spruce operates nationally and is committed to a fiduciary duty to prioritize client interests. Their management services are fee-only, based on a percentage of assets under management, with no minimum investment required.Explore more
Red Spruce Capital Org Chart
RS
Portfolio Manager
MK
Portfolio Manager
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Red Spruce Capital News & Media
Red Spruce Capital Registers with the U.S. Securities and Exchange Commission
BERWYN, Pa.--(BUSINESS WIRE)--Red Spruce Capital, a privately held Investment Advisory firm, announced today the firm's registration with the U.S. Securities and Exchange Commission (SEC). "We are extremely pleased to have achieved this significant milestone and are thankful to all of our clients for their continued trust," commented Mark Vasquez. As required by Section 203A(a)(1) of the U.S. Investment Advisers Act of 1940 and observing AUM thresholds defined in Section 410 of the Dodd-Frank A
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Red Spruce Capital is a Registered Investment Advisor that specializes in direct investments in publicly traded stocks and bonds, differentiating itself from typical advisors by avoiding mutual funds, insurance products, and hedge funds. The firm conducts thorough research on industries and businesses to guide their investment decisions, serving a... Read More
