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Atwood Financial Planning LLC
Atwood Financial Planning LLC is an SEC-registered investment adviser since 2021. The firm manages approximately $16 million in regulatory assets.
Overview
Atwood Financial Planning LLC is an SEC-registered investment adviser since 2021. The firm manages approximately $16 million in regulatory assets. It has 6 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What investment stages does Atwood typically target?
Atwood targets individual retail and high-net-worth clients, not institutional stages. Its investment approach involves diversified portfolios across public markets, including equities, fixed income, and ETFs. No venture capital or private market stage exposure is documented.
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