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Woodard & Co Asset Management Group Inc

● SEC registered since 1985CRD 108199SEC# 801-24818Bermuda Run, NC
Export (members)
Reg. AUM
$1.04B
Employees
5
Accounts
1,812
Location
Bermuda Run, NC

Woodard & Co Asset Management Group Inc assets under management

Woodard & Co Asset Management Group Inc is a registered investment adviser overseen by the SEC based in Bermuda Run, NC. The firm has been registered since 1985. It reports $1 billion in regulatory assets under management and employs 5 people.
www.facebook.com/wcamgView on SEC.gov ↗

Woodard & Co Asset Management Group Inc owners & executives

3 reported
NameTitleOwnershipSince
Joan Holland Woodard ControlTreasurerUnder 5%1998
John Bennett Woodard ControlPresidentOver 75%1998
Todd Franklin SenterDir. Of Ops. & CcoUnder 5%2018

Frequently asked questions

How much does Woodard & Co Asset Management Group Inc manage?

Woodard & Co Asset Management Group Inc reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Woodard & Co Asset Management Group Inc have?

Woodard & Co Asset Management Group Inc reports 5 employees.

Where is Woodard & Co Asset Management Group Inc located?

Woodard & Co Asset Management Group Inc is based in Bermuda Run, NC and has been SEC-registered since 1985.

Does Woodard & Co Asset Management Group Inc disclose fund performance?

Woodard & Co Asset Management Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address117 Kinderton Boulevard, Bermuda Run, NC 27006
Phone336-998-7000
Fax336-998-7050
Office hours8:30 a.m. Until 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK771118
Discloses disciplinary historyNo

Assets under management

Discretionary$1.02B
Non-discretionary$22M
Total (RAUM)$1.04B