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| Woodbury Financial Services Inc
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| |
|---|---|
| CRD # | 421 |
| SEC # | 801-54905 |
| CIK # | 0000225478 |
| AUM | $19.3 BB (2024-01-19) |
| Employees | 3,002 (46% Investors, 61% Brokers) |
| Phone | 800-800-2638 |
| Address | 7755 3rd Street North Oakdale, MN 55128 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.2 | |
| NVDA | 399.6 | 0.9 | |
| MSFT | 1,918.2 | 0.9 | |
| AMZN | 1,093.0 | 0.5 | |
| GOOGL | 1,475.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| META | 434.9 | 0.2 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62,216 | 11.3 |
| (b) Individuals (high net worth individuals) | 7,424 | 7.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 121 | 0.1 |
| (h) Charitable organizations | 184 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 424 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 101,950 | 19.3 |
| By Discretionary | ||
| Discretionary | 91,562 | 16.2 |
| Non-Discretionary | 10,388 | 3.0 |
| Total | 101,950 | 19.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.3 | |
| Total | 101,950 | 19.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000225478] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eagle Strategies LLC
✚
|
NY | 20.4 |
|
Matson Money Inc
✚
|
OH | 19.6 |
|
Allworth Financial LP
✚
|
CA | 19.3 |
|
Oppenheimer Asset Management Inc
✚
|
NY | 18.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 18.3 |
|
Bahl & Gaynor Inc
✚
|
OH | 18.0 |
|
Highland Consulting Associates Inc
✚
|
OH | 17.8 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.7 |
|
Baring International Investment Ltd
✚
|
17.5 | |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 17.0 |