Woodbury Financial Services Inc
- Assets, Funds, Holdings
| Woodbury Financial Services Inc
|
| CRD # | 421 |
| SEC # | 801-54905 |
| CIK # | 0000225478 |
| AUM |
|
| 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 ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| 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 |
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