Woodstock Wealth Management, Inc.
Woodstock Wealth Management, Inc. (CRD# 283472) is a financial advisory firm headquartered in Woodstock, GA. They manage $511,232,375 in 2,412 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management511MILLION
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Total Number of Accounts2,412ACCOUNTS
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Average Account Value$211,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
David Hall (CRD# 2408344) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Mountainside, NJ and has over 29 years of experience in the finance industry.
Jeffrey Hardesty (CRD# 730947) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Dawsonville, GA and has over 25 years of experience in the finance industry.
Daniel Herrema (CRD# 3242316) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Stuart, FL and has over 24 years of experience in the finance industry.
Richard Jankus (CRD# 2534528) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 29 years of experience in the finance industry.
Daniel Mercer (CRD# 5467102) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 16 years of experience in the finance industry.
Curtis Minks (CRD# 2692128) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 26 years of experience in the finance industry.
David Netkin (CRD# 1044935) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Mountainside, NJ and has over 38 years of experience in the finance industry.
Marjorie Netkin (CRD# 1192921) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Mountainside, NJ and has over 32 years of experience in the finance industry.
Michael Piccoli (CRD# 5628378) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Tequesta, FL and has over 15 years of experience in the finance industry.
Michael Raike (CRD# 6533721) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 5 years of experience in the finance industry.