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REDWOOD COAST FINANCIAL PARTNERS
923 3rd Street
Eureka, California 95501
Tel: 707-444-9212
About REDWOOD COAST FINANCIAL PARTNERS
REDWOOD COAST FINANCIAL PARTNERS, formally registered with the SEC as REDWOOD COAST FINANCIAL PARTNERS. The firm was established in 05/13/2021. They have over 3 offices throughout the country.
REDWOOD COAST FINANCIAL PARTNERS is a Eureka, California based Financial Planning firm with nearly $141,601,000 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226560 |
| SEC# | 801-121206 |
| Assets Managed by Firm | $141,601,000 |
| No. of Clients | 901 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 901 | $141,601,000 |
| Individuals (other than high net worth individuals) | 887 | $125,064,700 |
| High net worth individuals | 3 | $1,100,000 |
| Pension and profit sharing plans | 7 | $8,594,300 |
| Charitable organizations | 2 | $3,742,000 |
| Corporations or other businesses | 2 | $3,100,000 |
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