REDWOOD COAST FINANCIAL PARTNERS

Overview

Redwood Coast Financial Partners is an independent registered investment adviser that operates on a percentage-of-AUM fee model and focuses on financial planning and portfolio management for individuals and small businesses. The firm publishes periodicals or newsletters as part of its client communications, which suggests an emphasis on ongoing education and market commentary. Their client base spans individual and family relationships as well as some institutional work, and the firm is structured as a corporation owned by an individual. Investment activity is heavily equity-focused. The firm designates equities—primarily exchange-traded instruments—as its primary allocation vehicle, and it does not identify as an active ESG investor. Redwood Coast manages client relationships predominantly on a non-discretionary basis, meaning clients generally retain final trading authority while the firm provides advice and portfolio recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices