REDWOOD COAST FINANCIAL PARTNERS
Eureka, California
Redwood Coast Financial Partners, headquartered in Eureka, CA, is a reputable investment advisory firm catering to the financial needs of over 920 individual clients. With a remarkable $123,868,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating across four offices, Redwood Coast Financial Partners specializes in managing employer 401K plans and individual portfolios, which together constitute over 80% of their assets under management. With their extensive experience and expertise, Redwood Coast Financial Partners is well-equipped to navigate the complexities of ma...
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Assets Under Mgmt

$123.87M

Investment Professionals

3

Locations

3

% 401K & Individual

87%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
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