Redwood Financial Advisors, Inc.
Redwood Financial Advisors, Inc. (CRD# 119798) is a financial advisory firm headquartered in San Rafael, CA. They manage $13,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$1,300,000
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Redwood Financial Advisors, Inc.
1
Robert Margetic (CRD# 1706020) is an Investment Advisor Representative working at Redwood Financial Advisors, Inc. in San Rafael, CA and has over 36 years of experience in the finance industry.
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