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Deborah Ann Peri

REDWOOD PARK ADVISORS, LLC·REDWOOD CITY, California
Unclaimed Profile
3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 4362375Firm CRD# 307958
01

About

Deborah Ann Peri is a registered financial advisor based in REDWOOD CITY, California, affiliated with REDWOOD PARK ADVISORS, 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 PARK ADVISORS, LLC
REDWOOD PARK ADVISORS
AUM
$121M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at REDWOOD PARK ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4362375
Firm CRD# 307958
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Ann Peri offer?
Deborah Ann Peri specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Deborah Ann Peri's credentials?
Deborah Ann Peri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Ann Peri located?
Deborah Ann Peri is based in REDWOOD CITY, California, working with REDWOOD PARK ADVISORS, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Deborah Ann Peri charge for services?
Deborah Ann Peri'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 PARK ADVISORS, LLC?
REDWOOD PARK ADVISORS, LLC has approximately 2 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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