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Building 2REDWOOD INVESTMENT GROUP, INC

Map pinFORT BRAGG, CA
Phone707-964-9700
NotebookSEC #801-120258
Total AUM
$230.3M
Employees
3
Clients
763

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 N MAIN STREET
FORT BRAGG
CA 95437
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
707-964-9700
Other Offices
1

ReceiptFinancials

Total AUM
$230.3M
Accounts
768
Discretionary
$230.3M
Accounts
768
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
386
AUM
$41.5M
HNW Individual Clients
367
AUM
$161.1M
Pension/Profit Sharing Plan Clients
3
AUM
$4.3M
Charitable Organization Clients
2
AUM
$21.7M
Corporation or Business Clients
5
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAHIIDMAMIMONVORTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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