Be advised. This firm is no longer registered.

Woodstock Financial Group, Inc.

Woodstock Financial Group, Inc. (CRD# 38095) is a financial advisory firm headquartered in Woodstock, GA. They manage $210,735,403 in 1,694 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    1,694
    ACCOUNTS
  • Average Account Value
    $124,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Woodstock Financial Group, Inc.
No Advisor Found.
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