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Redwood Coast Financial Partners

● SEC registered since 2021CRD 226560SEC# 801-121206Eureka, CA
Export (members)
Reg. AUM
$141.6M
Employees
4
Accounts
901
Location
Eureka, CA

Redwood Coast Financial Partners assets under management

Redwood Coast Financial Partners is an SEC-registered investment adviser based in Eureka, CA. The firm has been registered since 2021. It reports $141.6 million in regulatory assets under management and employs 4 people.
www.redwoodcoastfinancialpartners.comView on SEC.gov ↗

Redwood Coast Financial Partners owners & executives

1 reported
NameTitleOwnershipSince
Nicholas Wesley Bertell ControlPresident & Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Redwood Coast Financial Partners manage?

Redwood Coast Financial Partners reports $141.6 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Coast Financial Partners have?

Redwood Coast Financial Partners reports 4 employees.

Where is Redwood Coast Financial Partners located?

Redwood Coast Financial Partners is based in Eureka, CA and has been SEC-registered since 2021.

Does Redwood Coast Financial Partners disclose fund performance?

Redwood Coast Financial Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address923 3rd Street, Eureka, CA 95501
Phone707-444-9212
Fax707-444-9222
Office hours7:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$141.6M
Total (RAUM)$141.6M