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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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