1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WOODWARD FINANCIAL ADVISORS, INC.

Map pinCHAPEL HILL, NC
Phone919-929-2495
NotebookSEC #801-70279
Total AUM
$641.5M
Employees
10
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 GLEN LENNOX DRIVE
SUITE 110
CHAPEL HILL
NC 27517
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
919-929-2495

ReceiptFinancials

Total AUM
$641.5M
Accounts
1,084
Discretionary
$641.5M
Accounts
1,084
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
6
AUM
$2.5M
HNW Individual Clients
197
AUM
$639M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCNJTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account