Redwood Financial Advisors, Inc.

Redwood Financial Advisors, Inc. (CRD# 119798) is a financial advisory firm headquartered in San Rafael, CA. They manage $9,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $475,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Redwood Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Margetic
CRD#: 1706020
165 N. Redwood Dr., #170, San Rafael, CA 94903
76
Wealthminder
score

Robert Margetic (CRD# 1706020) is an Investment Advisor Representative working at Redwood Financial Advisors, Inc. in San Rafael, CA and has over 28 years of experience in the finance industry.

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