Assets Under Management

$142.8M

Number of Clients

118

Number of Advisors

2

Average Client AUM

$1.2M

AUM per Advisor

$71.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Redwood Park Advisors offers comprehensive portfolio management, asset management, and financial planning & consulting services. They utilize various analysis methods and investment strategies tailored to client needs. They also offer retirement plan consulting to employer plan sponsors.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

3 Twin Dolphin Drive, Suite 210, Redwood City, CA, 94065

2 Advisors at this firm