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Woodstock Wealth Management
WOODSTOCK WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2018. The firm manages approximately $727...
Overview
WOODSTOCK WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2018. The firm manages approximately $727 million in assets. It has 26 employees and 26 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Woodstock
Corporate office
Woodstock, IL, United States
Frequently asked questions
Where is Woodstock Wealth Management headquartered?
The firm is based in Woodstock, Illinois, within McHenry County. No other office locations are publicly listed.
Is Woodstock Wealth Management a fiduciary?
As a registered investment advisor, Woodstock Wealth Management is legally bound to act as a fiduciary under the Investment Advisers Act of 1940, requiring it to prioritize client interests over its own.
Who founded Woodstock Wealth Management?
The founder(s) of Woodstock Wealth Management are not identified in public records. The firm's registration does not list founding partners or ownership details.
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