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WOODWARD FINANCIAL ADVISORS, INC.
CRD 150641 · SEC 801-70279
101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517, United States
Phone
919-929-2495
Fax
919-929-2496
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$641.5M
Discretionary AUM
$641.5M
Team
10 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.5M |
| High net worth individuals | 197 | $639.0M |
States served
LA, NJ, NC, TX
All web addresses on file
Official SEC filing: View on IAPD