Redwoods Global Asset Management, LLC is a large advisory firm based in San Francisco. It manages $3.04 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.
Redwoods Global Asset Management provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Redwoods Global Asset Management, LLC is $3.04 billion. The firm's AUM has grown by 224% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Redwoods Global Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allan Siu Ki Yam joined the executive team most recently as the Member/Portfolio Manager.
The principal office where Redwoods Global Asset Management, LLC performs its advisory services is located at 230 California Street, San Francisco, CA 94111 4331, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-398-7977 or by fax 415-398-7976. The normal business hours are 6 a.m. - 2 p.m. on Monday - Friday.