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Home > Retirement Planners > california > fort bragg > REDWOOD INVESTMENT GROUP, INC
REDWOOD INVESTMENT GROUP, INC
319 N Main Street
Fort Bragg, California 95437
Tel: 707-964-9700
About REDWOOD INVESTMENT GROUP, INC
REDWOOD INVESTMENT GROUP, INC, formally registered with the SEC as REDWOOD INVESTMENT GROUP, INC. The firm was established in 02/04/2021. They have over 2 offices throughout the country.
REDWOOD INVESTMENT GROUP, INC is a Fort Bragg, California based Financial Planning firm with nearly $176,414,329 assets under management, offering retirement planning & investment advisory services to 755 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168017 |
| SEC# | 801-120258 |
| Assets Managed by Firm | $176,414,329 |
| No. of Clients | 755 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 755 | $176,414,329 |
| Individuals (other than high net worth individuals) | 233 | $37,691,017 |
| High net worth individuals | 172 | $130,816,817 |
| Pension and profit sharing plans | 3 | $3,649,504 |
| Charitable organizations | 2 | $3,406,998 |
| Corporations or other businesses | 4 | $849,993 |
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