NORTHWOODS FINANCIAL PARTNERS LLC

NORTHWOODS FINANCIAL PARTNERS LLC of HERMOSA BEACH, CA is an SEC-registered investment adviser (CRD 332747). Regulatory assets under management: $705K.

Registration

• CRD: 332747
• Type: Registered investment adviser
• Location: 2447 PACIFIC COAST HIGHWAY, HERMOSA BEACH, CA, 90254
• Phone: 310-701-1030
• Latest filing: 2026-07-28
• Regulatory AUM: $705K
• Discretionary AUM: $668K
• Non-discretionary AUM: $37K
• Clients: 2
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search