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Building 2REDWOOD PARK ADVISORS

Map pinREDWOOD CITY, CA
Phone866-579-8808
NotebookSEC #801-128196
Total AUM
$170.3M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 TWIN DOLPHIN DRIVE
SUITE 210
REDWOOD CITY
CA 94065
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
866-579-8808

ReceiptFinancials

Total AUM
$170.3M
Accounts
299
Discretionary
$157M
Accounts
290
Non-Discretionary
$13.4M
Accounts
9

ContactClients

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Individual Clients
61
AUM
$21.8M
HNW Individual Clients
60
AUM
$147.8M
Banking Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$712.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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