REDWOOD FINANCIAL ADVISORS, INC
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 119798
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Redwood Financial Advisors, Inc. operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily for individuals and families. The firm is structured as a corporation and is owned by an individual. While it does engage in the sale of other financial products, it does not classify itself as a capital allocator or pension consultant. Redwood Financial Advisors, Inc. does not actively pursue ESG investment strategies and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities97%
Contacts
1 of 1ROBERT MARGETIC
PresidentCRD 1706020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 165 N Redwood Dr
- Time zone
- PT (UTC-8)
- Office locations
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