Redwood Investment Group, Inc
Firm details
- Headquarters
- Fort Bragg, California
- CRD number
- 168017
- Registered since
- February 4, 2021
- Website
- www.myredwoodinvestments.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.97%
- Individuals18.01%
- Charitable Organizations9.4%
- Pension & Profit Sharing Plans1.87%
- Corporations / Businesses0.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Redwood Investment Group, Inc. is an independent registered investment adviser that works with both individual/family and institutional clients. The firm is registered with the SEC (registered in 2021) and is owned by an individual. Its advisory work centers on portfolio management for individuals and small businesses; it charges clients on a percentage-of-AUM basis and also operates as an insurance broker. Redwood identifies as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities22%
- Cash & Cash Equivalents8%
- Derivatives2%
Owners & executives
2 of 2
Daniel Catone
Chief Executive OfficerCRD 4469467
Kyle Fairall
Chief Investment OfficerCRD 6313351
Contacts
2 of 2
Patrick Jeffs-catone
PartnerCRD 5738008
Zachary Miller
AdvisorCRD 7893397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Bragg, CA
Mendocino
Location
Fort Bragg, CA
Headquartered in Fort Bragg, CA, in the West of the United States.
- Region
- West
- County
- Mendocino
- Address
- 319 N Main St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Arimathea
RIAFort Bragg, CA
Connective Capital Management, LLC
RIAPalo Alto, CA
Gideon Capital, LLC
RIALos Angeles, CA
Hippocratic Financial Advisors
RIAWestlake Village, CA
Conway Capital Management, Inc.
RIABurbank, CA
X Advisors, LLC
RIASanta Maria, CA