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NORTH WOODS WEALTH MANAGEMENT
412 Franklin Street
Buffalo, New York 14202
Tel: 716.220.8497
About NORTH WOODS WEALTH MANAGEMENT
NORTH WOODS WEALTH MANAGEMENT, formally registered with the SEC as NORTH WOODS WEALTH MANAGEMENT. The firm was established in 04/26/2019. They have over 1 offices throughout the country.
NORTH WOODS WEALTH MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $64,838,489 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226575 |
| SEC# | 801-115081 |
| Assets Managed by Firm | $64,838,489 |
| No. of Clients | 409 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 409 | $64,838,489 |
| Individuals (other than high net worth individuals) | 137 | $42,133,032 |
| High net worth individuals | 10 | $20,710,866 |
| Charitable organizations | Fewer than 5 clients | $212,431 |
| Corporations or other businesses | Fewer than 5 clients | $1,782,160 |
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