Woodlands Capital Management, LLC
Woodlands Capital Management, LLC (CRD# 202514) is a financial advisory firm headquartered in Clive, IA. They manage $5,700,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$633,333
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, TX
Financial Advisors at Woodlands Capital Management, LLC
1
Alexandre Ducharme (CRD# 6477981) is an Investment Advisor Representative working at Woodlands Capital Management, LLC in Clive, IA and has 1 year of experience in the finance industry.
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