Overview
Assets Under Management: $132 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 260
Discretionary Accounts: 260
Regulatory Filings
CRD Number: 150667
Last Filing Date: 2025-02-26 00:00:00
Website: https://redwoodgrovewm.com