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 $1,799,035,421 assets under management, offering retirement planning & investment advisory services to 1375 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107660
SEC#	801-50387
Assets Managed by Firm	$1,799,035,421
No. of Clients	1375
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1375	$1,799,035,421
Individuals (other than high net worth individuals)	550	$40,397,293
High net worth individuals	771	$1,558,097,354
Pension and profit sharing plans	5	$13,702,217
Charitable organizations	48	$138,804,694

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