WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD #108199 SEC #801-24818 BERMUDA RUN, NC 336-998-7000
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
5
Clients
51
Accounts
1,812
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (13)
CA CO FL GA MD NC OH PA SC TN TX VA WV
Address
117 KINDERTON BOULEVARDBERMUDA RUN, NC 27006
United States
Phone: 336-998-7000