Woodridge Capital Portfolio Management, LLC

Woodridge Capital Portfolio Management, LLC (CRD# 114968) is a financial advisory firm headquartered in Ridgeland, MS. They manage $127,473,389 in 519 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $245,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, CA, FL, LA, MS, TN, TX

Financial Advisors at Woodridge Capital Portfolio Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Danny C. Williams
CRD#: 2463761
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157
96
Wealthminder
score

Danny Williams (CRD# 2463761) is an Investment Advisor Representative working at Woodridge Capital Portfolio Management, LLC in Ridgeland, MS and has over 22 years of experience in the finance industry. Danny Williams 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
Andrew E. Gay
CRD#: 5624627
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157
93
Wealthminder
score

Andrew Gay (CRD# 5624627) is an Investment Advisor Representative working at Woodridge Capital Portfolio Management, LLC in Ridgeland, MS and has over 7 years of experience in the finance industry.

3
Barry C. Smith
CRD#: 861681
800 Woodlands Parkway, Suite 201, Ridgeland, MS 39157
93
Wealthminder
score

Barry Smith (CRD# 861681) is an Investment Advisor Representative working at Woodridge Capital Portfolio Management, LLC in Ridgeland, MS and has over 27 years of experience in the finance industry.

4
Jeremy L. Yancey
CRD#: 5524048
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157
93
Wealthminder
score

Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Woodridge Capital Portfolio Management, LLC in Ridgeland, MS and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.