Woodlands Capital Management, LLC

Woodlands Capital Management, LLC (CRD# 202514) is a financial advisory firm headquartered in Clive, IA. They manage $5,193,581 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $324,599
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
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.

IA, TX

Financial Advisors at Woodlands Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alexandre C. Ducharme
CRD#: 6477981
14121 Lakeview Drive, Clive, IA 50325
90
Wealthminder
score

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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