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REDWOOD FINANCIAL ADVISORS, INC
CRD 119798
165 N. REDWOOD DR., #170, SAN RAFAEL, CA, 94903, United States
Phone
415-472-1510
Fax
415-472-1850
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-08-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD