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REDWOOD INVESTMENT GROUP, INC
CRD 168017 · SEC 801-120258
319 N MAIN STREET, FORT BRAGG, CA, 95437, United States
Phone
707-964-9700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$230.3M
Discretionary AUM
$230.3M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 386 | $41.5M |
| High net worth individuals | 367 | $161.1M |
| Pension/profit sharing plans | 3 | $4.3M |
| Charitable organizations | 2 | $21.7M |
| Corporations/business entities | 5 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD