Woodlands Asset Management Inc.

Woodlands Asset Management Inc. (CRD# 108122) is a financial advisory firm headquartered in The Woodlands, TX. They manage $221,472,180 in 561 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $394,781
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
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.

LA, TN, TX

Financial Advisors at Woodlands Asset Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jack B. Davis
CRD#: 1577155
1101 S Chestnut, Lufkin, TX 75901
96
Wealthminder
score

Jack Davis (CRD# 1577155) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in Lufkin, TX and has over 24 years of experience in the finance industry. Jack Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Morris L. Monroe
CRD#: 1227631
10655 Six Pines Dr Ste 100, The Woodlands, TX 77380
93
Wealthminder
score

Morris Monroe (CRD# 1227631) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in The Woodlands, TX and has over 34 years of experience in the finance industry.

3
Christopher S. Moss
CRD#: 4190932
10655 Six Pines Dr Ste 100, The Woodlands, TX 77380
93
Wealthminder
score

Christopher Moss (CRD# 4190932) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in The Woodlands, TX and has over 16 years of experience in the finance industry.

4
Robert E. Telford
CRD#: 1659209
10655 Six Pines Dr Ste 100, The Woodlands, TX 77380
93
Wealthminder
score

Robert Telford (CRD# 1659209) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in The Woodlands, TX and has over 29 years of experience in the finance industry.

5
Stephen W. Corley
CRD#: 5898711
1101 S Chestnut, Lufkin, TX 75901
90
Wealthminder
score

Stephen Corley (CRD# 5898711) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in Lufkin, TX and has over 5 years of experience in the finance industry.

6
David P. Vaughan
CRD#: 1832513
10655 Six Pines Dr Ste 100, The Woodlands, TX 77380
83
Wealthminder
score

David Vaughan (CRD# 1832513) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in The Woodlands, TX and has over 28 years of experience in the finance industry.

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