REDWOOD FINANCIAL ADVISORS, INC

REDWOOD FINANCIAL ADVISORS, INC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 119798). Regulatory assets under management: $15.0M.

Registration

• CRD: 119798
• Type: Registered investment adviser
• Location: 165 N. REDWOOD DR., SAN RAFAEL, CA, 94903
• Phone: 415-472-1510
• Latest filing: 2025-08-01
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119798 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search