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).
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Total Assets Under Management911MILLION
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Total Number of Accounts1,819ACCOUNTS
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Average Account Value$500,825
- A percentage of assets under your management
- 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
CA, CO, FL, GA, NC, OH, SC, TN, TX, VA
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.
Todd Senter (CRD# 5619295) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 15 years of experience in the finance industry.
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.
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.