REDWOOD PARK ADVISORS

3 Twin Dolphin Drive
Suite 210
Redwood City, California 94065
Tel: 866-579-8808

About REDWOOD PARK ADVISORS

REDWOOD PARK ADVISORS, formally registered with the SEC as REDWOOD PARK ADVISORS. The firm was established in 06/16/2023. They have over 1 offices throughout the country.

REDWOOD PARK ADVISORS is a Redwood City, California based Financial Planning firm with nearly $121,277,662 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307958
SEC#	801-128196
Assets Managed by Firm	$121,277,662
No. of Clients	270
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	270	$121,277,662
Individuals (other than high net worth individuals)	61	$20,523,185
High net worth individuals	54	$100,143,135
Charitable organizations	1	$611,342

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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