Woodgreen Advisory, LLC

Woodgreen Advisory, LLC (CRD# 315552) is a financial advisory firm headquartered in , . They manage $8,397,053 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.woodgreenadvisory.com/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $933,006
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Woodgreen Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Donovan, financial advisor Matthews NC
Robert V. Donovan
CRD#: 706756
Matthews, NC

Robert Donovan (CRD# 706756) is an Investment Advisor Representative working at Woodgreen Advisory, LLC in Matthews, NC and has over 38 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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