CRD: 168017
Redwood Investment Group, INC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2013
- Office Locations
- 1
Office Locations
About Redwood Investment Group, INC
Redwood Investment Group, Inc. (Redwood Investments) is a Fort Bragg, CA-based RIA helping individuals plan and invest for retirement, balancing income needs, spending, and risk. The firm provides financial planning alongside portfolio construction and asset allocation, typically using ETFs and mutual funds and may incorporate socially responsible/ESG preferences. Custody relationships include Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL ROBERT CATONE
Chief Compliance Officer, Managing Member, President
- CRD
- #4469467
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KYLE FAIRALL
--
- CRD
- #6313351
PATRICK MICHAEL JEFFS-CATONE
Chief Compliance Officer, DIRECTOR, Managing Member
- CRD
- #5738008
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,299,398 | $299,869 |
| Non-Discretionary | $0 | -- |
| Total | $230,299,398 | $299,869 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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