Assets Under Management
$176.4M
Number of Clients
414
Number of Advisors
3
Average Client AUM
$426K
AUM per Advisor
$58.8M
Compensation
Fee-Only (AUM)
Redwood Investment Group manages assets for various clients, offering wrap fee programs with a single fee for investment advisory and custodial transaction costs. They provide asset management and financial planning/consulting to help clients meet their financial goals, continuously monitoring and rebalancing portfolios.
319 N Main Street, Fort Bragg, CA, 95437