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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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