Redwood Investment Group, Inc
● SEC registered since 2021CRD 168017SEC# 801-120258Fort Bragg, CA
Reg. AUM
$230.3M
Employees
3
Accounts
768
Location
Fort Bragg, CA
Redwood Investment Group, Inc assets under management
Redwood Investment Group, Inc is an investment advisory firm registered with the SEC based in Fort Bragg, CA. The firm has been registered since 2021. It reports $230.3 million in regulatory assets under management and employs 3 people.
Redwood Investment Group, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Robert Catone Control | President & Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Redwood Investment Group, Inc manage?
Redwood Investment Group, Inc reports $230.3 million in regulatory assets under management on its Form ADV.
How many employees does Redwood Investment Group, Inc have?
Redwood Investment Group, Inc reports 3 employees.
Where is Redwood Investment Group, Inc located?
Redwood Investment Group, Inc is based in Fort Bragg, CA and has been SEC-registered since 2021.
Does Redwood Investment Group, Inc disclose fund performance?
Redwood Investment Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 319 N Main Street, Fort Bragg, CA 95437 |
| Phone | 707-964-9700 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230.3M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$230.3Mregulatory AUM
Discretionary $230.3M