Be advised. This firm is no longer registered.

Woodland Leishman & Associates

Woodland Leishman & Associates (CRD# 109271) is a financial advisory firm headquartered in Orcutt, CA. They manage $8,603,614 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
340 East Clark, Orcutt, CA 93455
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $132,363
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Woodland Leishman & Associates
No Advisor Found.

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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