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WOODSTOCK WEALTH MANAGEMENT, INC.
Tel: 800-279-4468
250 River Park North Drive Woodstock, Georgia 30188
WOODSTOCK WEALTH MANAGEMENT, INC.
WOODSTOCK WEALTH MANAGEMENT, INC. is a Woodstock, Georgia based financial advisory firm with nearly $511,232,375 in assets under management and provides investment advisory services for 2412 clients. There are currently 28 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
283472
SEC#:
801-112663
No. of Clients:
2412
Assets under Management
$511,232,375
No. of Advisors:
28
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