NORTHWOODS FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- HERMOSA BEACH, California
- CRD number
- 332747
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Northwoods Financial Partners LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm also offers pension consulting services, catering to a diverse client base. While Northwoods Financial Partners LLC does not actively engage in ESG investing, it employs a fee structure based on a percentage of assets under management and fixed fees. The firm does not classify itself as a capital allocator and does not have affiliations with other advisory firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Patrick Jarrell
Chief Compliance OfficerCRD 7287532
Contacts
1 of 1ADAM SHIPLEY
Senior Investment ConsultantCRD 6482848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HERMOSA BEACH, CA
LOS ANGELES
Location
HERMOSA BEACH, CA
Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2447 Pacific Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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