REDWOOD COAST FINANCIAL PARTNERS
CRD #226560 SEC #801-121206 EUREKA, CA 707-444-9212
SEC Registered
Total AUM
$141.6M
Discretionary
$0
Employees
4
Clients
26
Accounts
901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $141.6M | $0 | $141.6M | 4 | 0 |
| Dec 2024 | $136.3M | $0 | $136.3M | 5 | 0 |
| Feb 2024 | $136.3M | $0 | $136.3M | 6 | 0 |
| Nov 2023 | $123.9M | $0 | $123.9M | 6 | 0 |
| Aug 2023 | $123.9M | $0 | $123.9M | 6 | 0 |
| Feb 2023 | $123.9M | $0 | $123.9M | 6 | 0 |
| Jan 2023 | $123.9M | $0 | $123.9M | 6 | 0 |
| Aug 2022 | $115.7M | $100K | $115.6M | 6 | 0 |
| Apr 2022 | $143M | $0 | $143M | 7 | 0 |
| Mar 2022 | $143M | $0 | $143M | 7 | 0 |
| Dec 2021 | $126.3M | $0 | $126.3M | 7 | 0 |
| Jul 2021 | $126.3M | $0 | $126.3M | 6 | 0 |
| Apr 2021 | $126.3M | $0 | $126.3M | 6 | 0 |
DateFeb 2025
Total AUM$141.6M
Discretionary$0
Non-Disc.$141.6M
Employees4
Clients0
DateDec 2024
Total AUM$136.3M
Discretionary$0
Non-Disc.$136.3M
Employees5
Clients0
DateFeb 2024
Total AUM$136.3M
Discretionary$0
Non-Disc.$136.3M
Employees6
Clients0
DateNov 2023
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees6
Clients0
DateAug 2023
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees6
Clients0
DateFeb 2023
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees6
Clients0
DateJan 2023
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees6
Clients0
DateAug 2022
Total AUM$115.7M
Discretionary$100K
Non-Disc.$115.6M
Employees6
Clients0
DateApr 2022
Total AUM$143M
Discretionary$0
Non-Disc.$143M
Employees7
Clients0
DateMar 2022
Total AUM$143M
Discretionary$0
Non-Disc.$143M
Employees7
Clients0
DateDec 2021
Total AUM$126.3M
Discretionary$0
Non-Disc.$126.3M
Employees7
Clients0
DateJul 2021
Total AUM$126.3M
Discretionary$0
Non-Disc.$126.3M
Employees6
Clients0
DateApr 2021
Total AUM$126.3M
Discretionary$0
Non-Disc.$126.3M
Employees6
Clients0