Overview
Assets Under Management: $246 million
Headquarters: WOODSTOCK, GA
High-Net-Worth Clients: 43
Average Client Assets: $2.4 million
Frequently Asked Questions
WOODSTOCK FINANCIAL GROUP, 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 #38095), WOODSTOCK FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
WOODSTOCK FINANCIAL GROUP, INC. is headquartered in WOODSTOCK, GA.
WOODSTOCK FINANCIAL GROUP, INC. serves 43 high-net-worth clients according to their SEC filing dated November 09, 2018. View client details ↓
According to their SEC Form ADV, WOODSTOCK FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WOODSTOCK FINANCIAL GROUP, INC. manages $246 million in client assets according to their SEC filing dated November 09, 2018.
According to their SEC Form ADV, WOODSTOCK FINANCIAL GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.79%
Average Client Assets: $2.4 million
Total Client Accounts: 1,857
Discretionary Accounts: 1,857
Regulatory Filings
CRD Number: 38095
Filing ID: 1248933
Last Filing Date: 2018-11-09 15:21:00