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REDWOOD COAST FINANCIAL PARTNERS
REDWOOD COAST FINANCIAL PARTNERS
EUREKA, California
·
1 registered advisor
·
CRD# 226560
SEC# 801-121206
2
707-444-9212
01
Firm Overview
AUM
$136M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at REDWOOD COAST FINANCIAL PARTNERS
1 registered advisor
Nicholas Wesley Bertell
EUREKA, California
CRD# 5386765
05
Office Locations
EUREKA, California
1 advisor
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Data sourced from SEC Form ADV filings. REDWOOD COAST FINANCIAL PARTNERS (CRD# 226560) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.