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RIA · CRD 150641SEC-Registered

Updated:

Woodward Financial Advisors, Inc.

WOODWARD FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in CHAPEL HILL, NC, registered since 2009. The firm manages approximately $641...

Overview

WOODWARD FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in CHAPEL HILL, NC, registered since 2009. The firm manages approximately $641 million in assets. It has 10 employees and 7 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

What is Woodward Financial Advisors, Inc.'s investment strategy?

The firm's investment strategy is not publicly described beyond general financial planning and portfolio management. No targeted sectors, asset classes, or deal structures are disclosed.

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