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Daniel Robinson Preslar

REDWOOD HOLDINGS, LLC·SANTA MONICA, California
REDWOOD HOLDINGS, LLC
429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 4678872Firm CRD# 173916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robinson Preslar · SANTA MONICA, CA
Registration
CRD #4678872 · REDWOOD HOLDINGS, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Daniel Robinson Preslar is a registered financial advisor based in SANTA MONICA, California, affiliated with REDWOOD HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
REDWOOD HOLDINGS, LLC
REDWOOD WEALTH MANAGEMENT, LLC
AUM
$381M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REDWOOD HOLDINGS, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4678872
Firm CRD# 173916
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Robinson Preslar offer?
Daniel Robinson Preslar specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA MONICA, California for a consultation.
What are Daniel Robinson Preslar's credentials?
Daniel Robinson Preslar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robinson Preslar located?
Daniel Robinson Preslar is based in SANTA MONICA, California, working with REDWOOD HOLDINGS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Daniel Robinson Preslar charge for services?
Daniel Robinson Preslar'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 HOLDINGS, LLC?
REDWOOD HOLDINGS, LLC has approximately 4 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REDWOOD HOLDINGS, LLC

Benjamin Asher Lincoln
SANTA MONICA, CA

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Research
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