Norwood Investment Partners, LP
Norwood Investment Partners, LP (CRD# 156280) is a financial advisory firm headquartered in Larkspur, CA. They manage $74,300,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management74MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$37,150,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Charles Hoeveler (CRD# 3229496) is an Investment Advisor Representative working at Norwood Investment Partners, LP in Greenbrae, CA and has over 17 years of experience in the finance industry.