Overview
Assets Under Management: $121 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 51
Average Client Assets: $2 million
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