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WOODLEY FARRA
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CRD 107660 · SEC 801-50387
8555 N. RIVER ROAD, SUITE 400, INDIANAPOLIS, IN, 46240, United States
Phone
317-269-0224
Fax
317-269-0227
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.32B
Discretionary AUM
$2.27B
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 636 | $828.1M |
| High net worth individuals | 955 | $1.24B |
| Pension/profit sharing plans | 3 | $16.6M |
| Charitable organizations | 57 | $169.9M |
| State/municipal entities | 1 | $62.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD