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Natalia De ugarte munoz

Woodley Farra

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About Natalia De ugarte munoz

Natalia De ugarte munoz is an Investment Advisor Representative with Woodley Farra. Natalia is registered with the state of IN. Natalia has been in the securities industry since 06/2024. Natalia holds a Series 65 license and has a Series 65 license, which is a Uniform Investment Adviser Law Examination. Natalia has experience at Woodley Farra Manion, Maromo Holdings LP, Stagewood Consortium, C&M Auditors and Administrators, Express Oil Change and Tire Engineers, Samford University, and Colegio Franco Boliviano.

Firm Information

Natalia De ugarte munoz is currently registered with Woodley Farra. Woodley Farra is an investment advisor based in INDIANAPOLIS, IN with approximately $1.8 billion in regulatory assets under management. The firm provides portfolio management services for individuals and businesses, as well as for charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Woodley Farra also offers a wrap fee program.
Woodley Farra

8555 N. RIVER ROAD

INDIANAPOLIS, IN 46240

$1.80B

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Natalia De ugarte munoz’s Registration & Firm History

IN

11/02/2024 - Present

Woodley Farra (INDIANAPOLIS IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalia De ugarte munoz.
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