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Building 2WOODARD & CO ASSET MANAGEMENT GROUP INC

Map pinBERMUDA RUN, NC
Phone336-998-7000
NotebookSEC #801-24818
Total AUM
$1.2B
Employees
5
Clients
1,832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 KINDERTON BOULEVARD
BERMUDA RUN
NC 27006
United States
Operating Hours
8:30 AM UNTIL 5:00 PM
Monday - Friday
Phone
336-998-7000

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,832
Discretionary
$1.1B
Accounts
1,827
Non-Discretionary
$23M
Accounts
5

ContactClients

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Individual Clients
1,473
AUM
$461M
HNW Individual Clients
333
AUM
$640M
Charitable Organization Clients
10
AUM
$38M
Corporation or Business Clients
11
AUM
$5M
Other Clients
5
AUM
$23M
Description of Other Clients
NON-DISCRETIONARY

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACOFLGANCSCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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