Northwoods Financial Partners LLC
Firm details
- Headquarters
- Hermosa Beach, California
- CRD number
- 332747
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Northwoods Financial Partners LLC is an independently owned RIA organized as an LLC that serves individual and family clients. Its advisory services, as disclosed on filings, include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges fees based on a percentage of assets under management as well as fixed fees. Northwoods reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Patrick Jarrell
Financial AdvisorCRD 7287532
Adam Shipley
Senior Investment ConsultantCRD 6482848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Munifi, LLC
RIAHermosa Beach, CA
Desert Capital Management Group, Inc
RIAHermosa Beach, CA
Axis Capital Management, LLC
RIAHermosa Beach, CA
Hermosa Wealth Management
RIAHermosa Beach, CA
Jacob Asset Management Of New York LLC
RIAHermosa Beach, CA
Cove Street Capital, LLC
RIAHermosa Beach, CA