Overview
Assets Under Management: $176 million
Headquarters: FORT BRAGG, CA
High-Net-Worth Clients: 172
Average Client Assets: $760,562
Frequently Asked Questions
REDWOOD INVESTMENT GROUP, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168017), REDWOOD INVESTMENT GROUP, INC is subject to fiduciary duty under federal law.
REDWOOD INVESTMENT GROUP, INC is headquartered in FORT BRAGG, CA.
REDWOOD INVESTMENT GROUP, INC serves 172 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, REDWOOD INVESTMENT GROUP, INC offers financial planning and portfolio management for individuals. View all service details ↓
REDWOOD INVESTMENT GROUP, INC manages $176 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, REDWOOD INVESTMENT GROUP, INC serves high-net-worth individuals. View client details ↓
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