William K. Woodruff & Co, LLC

William K. Woodruff & Co, LLC (CRD# 157456) is a financial advisory firm headquartered in , . They manage $3,833,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $319,417
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at William K. Woodruff & Co, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin C. Bell
CRD#: 4940214
Dallas, TX
93
Wealthminder
score

Benjamin Bell (CRD# 4940214) is an Investment Advisor Representative working at William K. Woodruff & Co, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

2
William K. Woodruff
CRD#: 472338
Dallas, TX
70
Wealthminder
score

William Woodruff (CRD# 472338) is an Investment Advisor Representative working at William K. Woodruff & Co, LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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