Red Spruce Capital is an investment advisor in Berwyn with $190.57 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
452610479
SEC advisor number
801-113984
FINRA CRD number
158720
AUM ?
$200.70 mm
(as of 16 Jan 24)
Accounts
310
(as of 16 Jan 24)
Employees
4
(4 investment advisory or research)
Address
Red Spruce Capital
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
Phone
610-727-4270
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Jan 22