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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...
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 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
Is Woodward Financial Advisors, Inc. a family office?
Public records classify Woodward Financial Advisors, Inc. as an SEC-registered investment advisor (RIA), not a family office. There is no indication it manages capital for a single wealthy family or operates with a multi-family office structure.
What services does Woodward Financial Advisors, Inc. offer?
The firm is registered to provide financial planning and portfolio management services. Its specific service menu for clients is not detailed in public sources, but as an RIA, it likely offers discretionary asset management and financial advisory.
Does Woodward Financial Advisors, Inc. disclose its AUM?
No public source discloses the firm's assets under management. The firm's SEC filings may contain updated AUM figures, but those are not part of this assessment.
Who owns Woodward Financial Advisors, Inc.?
The ownership structure of Woodward Financial Advisors, Inc. is not publicly reported in standard sources. The firm is likely privately held, but specific principals or shareholders are not identified.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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