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Shoshone A Stern

REDWOOD ASSET MANAGEMENT, INC.·MILL VALLEY, California
Unclaimed Profile
ONE BELVEDERE PLACE, MILL VALLEY, CA 94941-2493CRD# 7086075Firm CRD# 147579
01

About

Shoshone A Stern is a registered financial advisor based in MILL VALLEY, California, affiliated with REDWOOD ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
REDWOOD ASSET MANAGEMENT, INC.
REDWOOD ASSET MANAGEMENT, INC.
AUM
$138M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at REDWOOD ASSET MANAGEMENT, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7086075
Firm CRD# 147579
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shoshone A Stern offer?
Shoshone A Stern specializes in Retirement Planning, Fee-Only Advisory. Contact their office in MILL VALLEY, California for a consultation.
What are Shoshone A Stern's credentials?
Shoshone A Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shoshone A Stern located?
Shoshone A Stern is based in MILL VALLEY, California, working with REDWOOD ASSET MANAGEMENT, INC.. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Shoshone A Stern charge for services?
Shoshone A Stern's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDWOOD ASSET MANAGEMENT, INC.?
REDWOOD ASSET MANAGEMENT, INC. is a registered investment adviser with the SEC, managing $138M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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