NORTHWOODS FINANCIAL PARTNERS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
HERMOSA BEACH, California
CRD number
332747
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Northwoods Financial Partners LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm also offers pension consulting services, catering to a diverse client base. While Northwoods Financial Partners LLC does not actively engage in ESG investing, it employs a fee structure based on a percentage of assets under management and fixed fees. The firm does not classify itself as a capital allocator and does not have affiliations with other advisory firms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Patrick Jarrell

    Chief Compliance OfficerCRD 7287532

Contacts

1 of 1
  • ADAM SHIPLEY

    Senior Investment ConsultantCRD 6482848

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HERMOSA BEACH, CA

LOS ANGELES

Location

HERMOSA BEACH, CA

Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2447 Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth