CRD: 226560
Redwood Coast Financial Partners
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-2015
- Office Locations
- 2
Office Locations
About Redwood Coast Financial Partners
Redwood Coast Financial Partners is a Eureka, CA retirement-planning focused advisory firm providing financial planning, portfolio management, risk assessment, and investment research. The firm follows a disciplined, tech-enabled portfolio construction approach, with portfolios largely implemented via ETFs alongside public funds and U.S. government/agency bonds. Team includes ChFC and ChSNC-designated advisors; custody includes Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICHOLAS WESLEY BERTELL
Chief Compliance Officer, President
- CRD
- #5386765
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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John Thomas Hudson
Client Associate
- CRD
- #6616804
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $151,840,000 | $162,744 |
| Total | $151,840,000 | $162,744 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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