Overview
Assets Under Management: $176 million
Headquarters: FORT BRAGG, CA
High-Net-Worth Clients: 172
Average Client Assets: $760,562
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.15
Average High-Net-Worth Client Assets: $760,562
Total Client Accounts: 755
Discretionary Accounts: 755
Regulatory Filings
CRD Number: 168017
Last Filing Date: 2025-02-27 00:00:00
Website: https://www.myredwoodinvestments.com