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
http://www.woodlandinv.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • 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
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, financial advisor West Roxbury MA
Steve Ng
CRD#: 3076951
West Roxbury, MA

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.

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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