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WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199 · SEC 801-24818
117 KINDERTON BOULEVARD, BERMUDA RUN, NC, 27006, United States
Phone
336-998-7000
Fax
336-998-7050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.14B
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1473 | $461.0M |
| High net worth individuals | 333 | $640.0M |
| Charitable organizations | 10 | $38.0M |
| Corporations/business entities | 11 | $5.0M |
States served
AK, CA, CO, GA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD