WOODBURY FINANCIAL SERVICES, INC.
Total AUM
$19.3B
Employees
3,002Clients
70,374Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7755 3RD STREET NORTH
OAKDALE
MN 55128
United States
OAKDALE
MN 55128
United States
Operating Hours
8:00 A.M. - 5:00 P.M. CENTRAL TIME
Monday - Friday
Monday - Friday
Phone
800-800-2638
Other Offices
1038
Financials
Total AUM
$19.3B
Accounts
101,950Discretionary
$16.2B
Accounts
91,562Non-Discretionary
$3B
Accounts
10,388
Clients
Individual Clients
62,216AUM
$11.3B
HNW Individual Clients
7,424AUM
$7.2B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
121AUM
$88.9M
Charitable Organization Clients
184AUM
$119.8M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
424AUM
$525.7M
Services
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
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.