WOODBURY FINANCIAL SERVICES, INC.

OAKDALE, MN

800-800-2638

SEC #801-54905

Total AUM

$19.3B

Employees

3,002

Clients

70,374

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

7755 3RD STREET NORTH
OAKDALE
MN 55128
United States

Operating Hours

8:00 A.M. - 5:00 P.M. CENTRAL TIME
Monday - Friday

Phone

800-800-2638

Other Offices

1038

Financials

Total AUM

$19.3B

Accounts

101,950

Discretionary

$16.2B

Accounts

91,562

Non-Discretionary

$3B

Accounts

10,388

Clients

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Individual Clients

62,216

AUM

$11.3B

HNW Individual Clients

7,424

AUM

$7.2B

Banking Clients

AUM

Pension/Profit Sharing Plan Clients

121

AUM

$88.9M

Charitable Organization Clients

184

AUM

$119.8M

Government Entity Clients

AUM

Investment Advisor Clients

AUM

Insurance Company Clients

AUM

Sovereign Wealth Fund Clients

AUM

Corporation or Business Clients

424

AUM

$525.7M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

License Revocation/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 16 business affiliates.

Claimed Affiliates

Reported as an affiliate by 9 other businesses.