WOODWARD FINANCIAL ADVISORS, LLC
CRD #116828 SEC #801-68990 CHAPEL HILL, NC 919-929-2495
SEC Registered
Total AUM
$34.6M
Discretionary
$34.6M
Employees
5
Clients
101
Accounts
78
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOODWARD, HENRY | I | MANAGING MANAGER/ CHIEF COMPLIANCE OFFICER | E | Control |
| WOODWARD, HENRY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| WOODWARD, HENRY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2008 REGISTERED
Address
1504 E. FRANKLIN ST.SUITE 105
CHAPEL HILL, NC 27514
USA
Phone: 919-929-2495