Northwood Investment Partners, LLC

Northwood Investment Partners, LLC (CRD# 167338) is a financial advisory firm headquartered in San Carlos, CA. They manage $3,200,000 in 24 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Northwood Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frederick W. Myers
CRD#: 6215194
San Carlos, CA
93
Wealthminder
score

Frederick Myers (CRD# 6215194) is an Investment Advisor Representative working at Northwood Investment Partners, LLC in San Carlos, CA and has over 5 years of experience in the finance industry.

2
Bo A. Bergstrom
CRD#: 6267601
Lafayette, CO
90
Wealthminder
score

Bo Bergstrom (CRD# 6267601) is an Investment Advisor Representative working at Northwood Investment Partners, LLC in Lafayette, CO and has over 4 years of experience in the finance industry.

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