|
⚲
|
| Redwood Park Advisors LLC
✚
| |
|---|---|
| CRD # | 307958 |
| SEC # | 801-128196 |
| CIK # | |
| AUM | $121.3 MM (2024-07-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 866-579-8808 |
| Address | 3 Twin Dolphin Drive Redwood City, CA 94065 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 20.5 |
| (b) Individuals (high net worth individuals) | 54 | 100.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 270 | 121.3 |
| By Discretionary | ||
| Discretionary | 267 | 116.2 |
| Non-Discretionary | 3 | 5.1 |
| Total | 270 | 121.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.3 | |
| Total | 270 | 121.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |
|
Intercam Advisors Inc
✚
|
FL | 0.1 |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Greensview Wealth Management LLC
✚
|
TN | 0.1 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |