Overview
Assets Under Management: $19.3 billion
Headquarters: OAKDALE, MN
High-Net-Worth Clients: 7,424
Average Client Assets: $1.0 million
Frequently Asked Questions
WOODBURY FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #421), WOODBURY FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
WOODBURY FINANCIAL SERVICES, INC. is headquartered in OAKDALE, MN.
WOODBURY FINANCIAL SERVICES, INC. serves 7,424 high-net-worth clients according to their SEC filing dated January 19, 2024. View client details ↓
According to their SEC Form ADV, WOODBURY FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WOODBURY FINANCIAL SERVICES, INC. manages $19.3 billion in client assets according to their SEC filing dated January 19, 2024.
According to their SEC Form ADV, WOODBURY FINANCIAL SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7,424
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.54%
Average Client Assets: $1.0 million
Total Client Accounts: 101,950
Discretionary Accounts: 91,562
Non-Discretionary Accounts: 10,388
Regulatory Filings
CRD Number: 421
Filing ID: 1815964
Last Filing Date: 2024-01-19 18:38:00