WOODLEY FARRA

8555 N. River Road
Suite 400
Indianapolis, Indiana 46240
Tel: 317-269-0224

About WOODLEY FARRA

WOODLEY FARRA, formally registered with the SEC as WOODLEY FARRA. The firm was established in 10/18/1995. They have over 1 offices throughout the country.

WOODLEY FARRA is a Indianapolis, Indiana based Financial Planning firm with nearly $1,496,770,479 assets under management, offering retirement planning & investment advisory services to 1270 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107660
SEC#	801-50387
Assets Managed by Firm	$1,496,770,479
No. of Clients	1270
No. of Advisors	11

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	1270	$1,496,770,479
Individuals (other than high net worth individuals)	508	$53,016,485
High net worth individuals	710	$1,266,617,908
Pension and profit sharing plans	6	$11,896,761
Charitable organizations	45	$122,881,916

Inquire with WOODLEY FARRA

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