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WOOD TARVER FINANCIAL
3232 E Barber Valley Drive
Boise, Idaho 83716
Tel: 208-343-2001
About WOOD TARVER FINANCIAL
WOOD TARVER FINANCIAL, formally registered with the SEC as WOOD TARVER FINANCIAL. The firm was established in 11/01/2018. They have over 1 offices throughout the country.
WOOD TARVER FINANCIAL is a Boise, Idaho based Financial Planning firm with nearly $357,200,000 assets under management, offering retirement planning & investment advisory services to 1590 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298793 |
| SEC# | 801-114226 |
| Assets Managed by Firm | $357,200,000 |
| No. of Clients | 1590 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1590 | $357,200,000 |
| Individuals (other than high net worth individuals) | 384 | $111,700,000 |
| High net worth individuals | 77 | $241,500,000 |
| Charitable organizations | 1 | $4,000,000 |
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|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
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| $1,380,795,719 | 2334 | 19 |
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