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Building 2WOODWARD FINANCIAL ADVISORS, LLC

Map pinCHAPEL HILL, NC
Phone919-929-2495
NotebookSEC #801-68990
Total AUM
$26.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1504 E. FRANKLIN ST.
SUITE 105
CHAPEL HILL
NC 27514
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
919-929-2495

ReceiptFinancials

Total AUM
$26.1M
Accounts
83
Discretionary
$26.1M
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNE

HandshakeAffiliates

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

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