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...
See more
Loading...

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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.