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Woodard & Co. Asset Management Group Inc.

Headquartered in BERMUDA RUN, NC

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Firm Information

Woodard & Co. Asset Management Group Inc. is a registered investment advisor with its main office in BERMUDA RUN, NC. They provide portfolio management services for individuals and businesses, as well as financial planning and pension consulting. They also publish periodicals. The firm manages over $911 million in assets for 1,819 clients.

Woodard & Co. Asset Management Group Inc.

117 KINDERTON BOULEVARD

BERMUDA RUN, NC 27006

$911.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WOODARD & CO. ASSET MANAGEMENT GROUP INC. has a total of 1 branch locations across the country.
location

BERMUDA RUN, NC

Advisors at Woodard & Co. Asset Management Group Inc.

View All 4 Advisors
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Joan Holland Woodard

RA

BERMUDA RUN, NC

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John Bennett Woodard

RA

BERMUDA RUN, NC

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Unclaimed
Matthew Pearson Blades

CFP®, RA

BERMUDA RUN, NC

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John Bennett Woodard

RA

BERMUDA RUN, NC

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Unclaimed
Todd Franklin Senter

CFP®, RA

BERMUDA RUN, NC

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Disclosures

There are no public disclosures for Woodard & Co. Asset Management Group Inc..

Frequently Asked Questions (5)

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