Woodland Investment Consulting LLC
Woodland Investment Consulting LLC (CRD# 147885) is a financial advisory firm headquartered in , . They manage $34,682,925 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Woodland Investment Consulting LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$788,248
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Woodland Investment Consulting LLC
1
Steve Ng (CRD# 3076951) is an Investment Advisor Representative working at Woodland Investment Consulting LLC in West Roxbury, MA and has over 25 years of experience in the finance industry.
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