NORWOOD INVESTMENT PARTNERS, LP

157 Throckmorton Avenue
Suite B
Mill Valley, California 94941
Tel: 415-713-6989

About NORWOOD INVESTMENT PARTNERS, LP

NORWOOD INVESTMENT PARTNERS, LP, formally registered with the SEC as NORWOOD INVESTMENT PARTNERS, LP. The firm was established in 07/28/2023. They have over 2 offices throughout the country.

NORWOOD INVESTMENT PARTNERS, LP is a Mill Valley, California based Financial Planning firm with nearly $181,835,617 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156280
SEC#	801-128441
Assets Managed by Firm	$181,835,617
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$181,835,617

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