Northwood Investment Partners, LLC

Northwood Investment Partners, LLC (CRD# 167338) is a financial advisory firm headquartered in San Carlos, CA. They manage $5,600,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 971, San Carlos, CA 94070
http://www.northwoodip.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $266,667
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
The map below shows states where this firm has explicit registration only.

CA, LA

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

Frederick Myers (CRD# 6215194) is an Investment Advisor Representative working at Northwood Investment Partners, LLC in San Carlos, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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