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WOODWARD FINANCIAL ADVISORS, INC.
Tel: 919-929-2495
1504 E. Franklin St. Suite 105
Chapel Hill, North Carolina 27514
WOODWARD FINANCIAL ADVISORS, INC.
WOODWARD FINANCIAL ADVISORS, INC. is a Chapel Hill, North Carolina based financial advisory firm with nearly $511,205,897 in assets under management and provides investment advisory services for 885 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
150641
SEC#:
801-70279
No. of Clients:
885
Assets under Management
$511,205,897
No. of Advisors:
6
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