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WOODS ADVISORY SERVICES LLC
CRD 288727
606 BALTIMORE AVENUE, SUITE 300, TOWSON, MD, 21204, United States
Phone
410-821-6625
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.2M
Discretionary AUM
$27.2M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $13.6M |
| High net worth individuals | 6 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD