|
⚲
|
| Woodward Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 150641 |
| SEC # | 801-70279 |
| CIK # | |
| AUM | $455.3 MM (2023-03-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 919-929-2495 |
| Address | 1504 E Franklin St Chapel Hill, NC 27514 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 12.0 |
| (b) Individuals (high net worth individuals) | 164 | 443.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 627 | 455.3 |
| By Discretionary | ||
| Discretionary | 627 | 455.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 627 | 455.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 453.2 | |
| Total | 627 | 455.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Firstpurpose Wealth LLC
✚
|
UT | 0.5 |
|
Studio Investment Management LLC
✚
|
IL | 0.5 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.5 |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.5 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.5 |
|
M&R Capital Management Inc
✚
|
NJ | 0.5 |
|
Sa Mason LLC
✚
|
MI | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Whelan Financial
✚
|
CA | 0.5 |
|
Cross Island Advisors LLC
✚
|
CT | 0.5 |