Adviser Profile

As of Date 12/16/2020
Registration status Registration Changed to REDWOOD PARK ADVISORS, LLC
ADV Location REDWOOD CITY, CA, United States
AUM* 91,709,852
of that, discretionary 65,202,852
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 506,684
% High Net Worth 43.02%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

65M 56M 47M 37M 28M 19M 9M
2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees