Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > palo alto > REDWOOD GROVE CAPITAL, LLC
REDWOOD GROVE CAPITAL, LLC
228 Hamilton Avenue
3rd Floor
Palo Alto, California 94301
Tel: 650-617-3200
About REDWOOD GROVE CAPITAL, LLC
REDWOOD GROVE CAPITAL, LLC, formally registered with the SEC as REDWOOD GROVE CAPITAL, LLC. The firm was established in 09/24/2021. They have over 1 offices throughout the country.
REDWOOD GROVE CAPITAL, LLC is a Palo Alto, California based Financial Planning firm with nearly $300,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286228 |
| SEC# | 801-122386 |
| Assets Managed by Firm | $300,000,000 |
| No. of Clients | 1 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $300,000,000 |
More Retirement Planning firms in Palo Alto, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Palo Alto, California