Woodard & Co Asset Management Group Inc.
Woodard & Co Asset Management Group Inc. (CRD# 108199) is a financial advisory firm headquartered in Bermuda Run, NC. They manage $540,731,421 in 2,574 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management541MILLION
Total Number of Accounts2,574ACCOUNTS
Average Account Value$210,074
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, NC, OH, SC, TN, VA, WV
William Burns (CRD# 5951028) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 6 years of experience in the finance industry.