WOODWARD FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$641,480,000
Discretionary
$641,480,000
Non-discretionary
$0
Firm details
- CRD number
- 150641
- SEC file number
- 801-70279
- Main office
- CHAPEL HILL, NC, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.WOODWARDADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.