Woodbridge Capital Partners, LLC
Woodbridge Capital Partners, LLC (CRD# 119456) is a financial advisory firm headquartered in Santa Monica, CA. They manage $18,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$1,200,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
William Lappas (CRD# 1666713) is an Investment Advisor Representative working at Woodbridge Capital Partners, LLC in , and has over 31 years of experience in the finance industry.