WOODBOURNE INVESTMENT MANAGEMENT LLC

1919 14th Street
Suite 900
Boulder, Colorado 80302
Tel: 303-413-1414

About WOODBOURNE INVESTMENT MANAGEMENT LLC

WOODBOURNE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as WOODBOURNE INVESTMENT MANAGEMENT LLC. The firm was established in 01/24/2006. They have over 1 offices throughout the country.

WOODBOURNE INVESTMENT MANAGEMENT LLC is a Boulder, Colorado based Financial Planning firm with nearly $5,060,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137572
SEC#	801-65460
Assets Managed by Firm	$5,060,000
No. of Clients	1
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$5,060,000

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