RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BERTELL, NICHOLAS, WESLEYIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 19, 2025 REGISTERED

Notice Filings (9)

AZ CA MO NC NJ NV OR PA TX

Address

923 3RD STREET
EUREKA, CA 95501
United States
Phone: 707-444-9212