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Woodward Financial Advisors, Inc.

● SEC registered since 2009CRD 150641SEC# 801-70279Chapel Hill, NC
Export (members)
Reg. AUM
$574.3M
Employees
11
Accounts
197
Location
Chapel Hill, NC

Woodward Financial Advisors, Inc. assets under management

Woodward Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2009. It reports $574.3 million in regulatory assets under management and employs 11 people.
www.woodwardadvisors.comView on SEC.gov ↗

Woodward Financial Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Ronald Miller ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Woodward Financial Advisors, Inc. manage?

Woodward Financial Advisors, Inc. reports $574.3 million in regulatory assets under management on its Form ADV.

How many employees does Woodward Financial Advisors, Inc. have?

Woodward Financial Advisors, Inc. reports 11 employees.

Where is Woodward Financial Advisors, Inc. located?

Woodward Financial Advisors, Inc. is based in Chapel Hill, NC and has been SEC-registered since 2009.

Does Woodward Financial Advisors, Inc. disclose fund performance?

Woodward Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Glen Lennox Drive, Suite 110, Chapel Hill, NC 27517
Phone919-929-2495
Fax919-929-2496
Office hours9:00 a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$574.3M
Non-discretionary$0
Total (RAUM)$574.3M