Woodland Investment Consulting LLC

Woodland Investment Consulting LLC (CRD# 147885) is a financial advisory firm headquartered in , . They manage $24,900,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $711,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Woodland Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steve Ng
CRD#: 3076951
West Roxbury, MA
96
Wealthminder
score

Steve Ng (CRD# 3076951) is an Investment Advisor Representative working at Woodland Investment Consulting LLC in West Roxbury, MA and has over 18 years of experience in the finance industry.

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