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Building 2REDWOOD GROVE WEALTH MANAGEMENT

Map pinSAN RAFAEL, CA
Phone415-737-5003
NotebookSEC #801-126069
Total AUM
$151.3M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3950 CIVIC CENTER DR.
SUITE 210
SAN RAFAEL
CA 94903
United States
Operating Hours
9AM TO 4PM
BY APPOINTMENT
Phone
415-737-5003

ReceiptFinancials

Total AUM
$151.3M
Accounts
265
Discretionary
$151.3M
Accounts
265
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$9.8M
HNW Individual Clients
49
AUM
$139.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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