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).
Total Assets Under Management10MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$475,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.