Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. (CRD# 150641) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $511,205,897 in 885 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management511MILLION
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Total Number of Accounts885ACCOUNTS
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Average Account Value$577,634
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, NJ, TX
Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
James Miller (CRD# 2859074) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 16 years of experience in the finance industry.
Alexander Richani (CRD# 6215239) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 10 years of experience in the finance industry.