Overview
Assets Under Management: $121 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
REDWOOD PARK ADVISORS, LLC 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 #307958), REDWOOD PARK ADVISORS, LLC is subject to fiduciary duty under federal law.
REDWOOD PARK ADVISORS, LLC is headquartered in REDWOOD CITY, CA.
REDWOOD PARK ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated July 16, 2024. View client details ↓
According to their SEC Form ADV, REDWOOD PARK ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
REDWOOD PARK ADVISORS, LLC manages $121 million in client assets according to their SEC filing dated July 16, 2024.
According to their SEC Form ADV, REDWOOD PARK ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 270
Discretionary Accounts: 267
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 307958
Last Filing Date: 2024-07-16 00:00:00
Website: https://redwoodparkadvisors.com