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REDWOOD COAST FINANCIAL PARTNERS
CRD 226560 · SEC 801-121206
923 3RD STREET, EUREKA, CA, 95501, United States
Phone
707-444-9212
Fax
707-444-9222
Registration
— (—)
Source
State registered
Total AUM
$151.8M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 984 | $137.6M |
| High net worth individuals | 3 | $9.1M |
| Pension/profit sharing plans | 4 | $3.0M |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 2 | $678K |
All web addresses on file
Official SEC filing: View on IAPD