Norwood Investment Partners, LP

Norwood Investment Partners, LP (CRD# 156280) is a financial advisory firm headquartered in Larkspur, CA. They manage $121,704,495 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $60,852,248
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 pooled investment vehicles (other than investment companies)
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, TX

Financial Advisors at Norwood Investment Partners, LP
Showing 1 - 2 of 2 top financial advisors.
1
Todd A. Ammons
CRD#: 4343459
100 Drake's Landing Road, Suite 212, Kentfield, CA 94904
96
Wealthminder
score

Todd Ammons (CRD# 4343459) is an Investment Advisor Representative working at Norwood Investment Partners, LP in Kentfield, CA and has over 16 years of experience in the finance industry.

2
Charles H. Hoeveler
CRD#: 3229496
100 Drake's Landing Road, Suite 212, Kentfield, CA 94904
73
Wealthminder
score

Charles Hoeveler (CRD# 3229496) is an Investment Advisor Representative working at Norwood Investment Partners, LP in Kentfield, CA and has over 17 years of experience in the finance industry.

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