AdvisorOS Directory
Claim Profile
TS

Tanya Koreen Steinhofer

REDWOOD GROVE WEALTH MANAGEMENT LLC·LARKSPUR, California
Unclaimed Profile
100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 4012338Firm CRD# 150667
01

About

Tanya Koreen Steinhofer is a registered financial advisor based in LARKSPUR, California, affiliated with REDWOOD GROVE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REDWOOD GROVE WEALTH MANAGEMENT LLC
REDWOOD GROVE WEALTH MANAGEMENT
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at REDWOOD GROVE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4012338
Firm CRD# 150667
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LARKSPUR?

Browse all registered financial advisors in LARKSPUR, California or claim this profile if it's yours.

Browse LARKSPUR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tanya Koreen Steinhofer offer?
Tanya Koreen Steinhofer specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.
What are Tanya Koreen Steinhofer's credentials?
Tanya Koreen Steinhofer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanya Koreen Steinhofer located?
Tanya Koreen Steinhofer is based in LARKSPUR, California, working with REDWOOD GROVE WEALTH MANAGEMENT LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Tanya Koreen Steinhofer charge for services?
Tanya Koreen Steinhofer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDWOOD GROVE WEALTH MANAGEMENT LLC?
REDWOOD GROVE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile