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Building 2REDWOOD COAST FINANCIAL PARTNERS

Map pinEUREKA, CA
Phone707-444-9212
NotebookSEC #801-121206
Total AUM
$151.8M
Employees
4
Clients
995

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
923 3RD STREET
EUREKA
CA 95501
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
707-444-9212
Other Offices
2

ReceiptFinancials

Total AUM
$151.8M
Accounts
933
Discretionary
$0
Accounts
0
Non-Discretionary
$151.8M
Accounts
933

ContactClients

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Individual Clients
984
AUM
$137.6M
HNW Individual Clients
3
AUM
$9.1M
Pension/Profit Sharing Plan Clients
4
AUM
$3M
Charitable Organization Clients
2
AUM
$1.5M
Corporation or Business Clients
2
AUM
$678K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMONCNJNVORPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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