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Andrew Woodman

THE Investment House LLC

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About Andrew Woodman

Andrew Woodman is a financial advisor with The Investment House LLC. Andrew is registered with the state of California and Nevada, and holds a Series 65 license. Andrew has been in the financial industry since September 2013 and has previous experience with Personal Capital Advisors Corporation and The Investment House LLC. Andrew is also a Certified Financial Planner (CFP) and specializes in investment strategies for individuals, investment companies, and pooled investment vehicles.

Firm Information

Andrew Woodman is currently registered with THE Investment House LLC. THE Investment House LLC is an investment advisor registered with the SEC and located in Redondo Beach, CA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, investment companies, pooled investment vehicles, individuals other than high-net-worth, and corporations or other businesses. The firm offers portfolio management services for individuals, investment companies, and pooled investment vehicles.
THE Investment House LLC

210 AVENUE I

REDONDO BEACH, CA 90277

$1.62B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Woodman’s Registration & Firm History

NV

06/01/2022 - Present

THE Investment House LLC (Las Vegas NV)

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Licenses & Designations

IA

Issued 04/25/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Woodman.
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