Reedwood Capital Management, LLC

Reedwood Capital Management, LLC (CRD# 154305) is a financial advisory firm headquartered in Happy Valley, OR. They manage $1,528,091 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $191,011
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

OR

Financial Advisors at Reedwood Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erik K. Sten
CRD#: 5845702
8305 Se Monterey Ave, Suite 220a, Happy Valley, OR 97086
93
Wealthminder
score

Erik Sten (CRD# 5845702) is an Investment Advisor Representative working at Reedwood Capital Management, LLC in Happy Valley, OR and has over 6 years of experience in the finance industry.

2
David E. Thurman
CRD#: 2334069
8305 Se Monterey Ave, Suite 220a, Happy Valley, OR 97086
93
Wealthminder
score

David Thurman (CRD# 2334069) is an Investment Advisor Representative working at Reedwood Capital Management, LLC in Happy Valley, OR and has over 23 years of experience in the finance industry.

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