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Wood Tarver Financial Group, LLC

● SEC registered since 2018CRD 298793SEC# 801-114226Boise, ID
Export (members)
Reg. AUM
$390.3M
Employees
5
Accounts
1,429
Location
Boise, ID

Wood Tarver Financial Group, LLC assets under management

Wood Tarver Financial Group, LLC is an investment advisory firm registered with the SEC based in Boise, ID. The firm has been registered since 2018. It reports $390.3 million in regulatory assets under management and employs 5 people.
www.woodtarverfinancial.comView on SEC.gov ↗

Wood Tarver Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Marshall Tarver ControlChief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Wood Tarver Financial Group, LLC manage?

Wood Tarver Financial Group, LLC reports $390.3 million in regulatory assets under management on its Form ADV.

How many employees does Wood Tarver Financial Group, LLC have?

Wood Tarver Financial Group, LLC reports 5 employees.

Where is Wood Tarver Financial Group, LLC located?

Wood Tarver Financial Group, LLC is based in Boise, ID and has been SEC-registered since 2018.

Does Wood Tarver Financial Group, LLC disclose fund performance?

Wood Tarver Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3232 E Barber Valley Drive, Boise, ID 83716
Phone208-343-2001
Fax208-629-8226
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$390.3M
Non-discretionary$0
Total (RAUM)$390.3M