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 $911,000,000 in 1,819 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
117 Kinderton Boulevard, Bermuda Run, NC 27006
https://www.facebook.com/wcamg/
By the Numbers
  • Total Assets Under Management
    911
    MILLION
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $500,825
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, NC, OH, SC, TN, TX, VA

Financial Advisors at Woodard & Co Asset Management Group Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Blades, financial advisor Bermuda Run NC
Matthew P. Blades
CRD#: 6638342
117 Kinderton Boulevard, Bermuda Run, NC 27006

Matthew Blades (CRD# 6638342) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 7 years of experience in the finance industry.

2
Todd Senter, financial advisor Bermuda Run NC
Todd F. Senter
CRD#: 5619295
117 Kinderton Boulevard, Bermuda Run, NC 27006

Todd Senter (CRD# 5619295) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 14 years of experience in the finance industry.

3
Joan Woodard, financial advisor Bermuda Run NC
Joan H. Woodard
CRD#: 2541045
117 Kinderton Boulevard, Bermuda Run, NC 27006

Joan Woodard (CRD# 2541045) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 5 years of experience in the finance industry.

4
John Woodard, financial advisor Bermuda Run NC
John B. Woodard
CRD#: 703241
117 Kinderton Boulevard, Bermuda Run, NC 27006

John Woodard (CRD# 703241) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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