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WOODSTOCK CORPORATION
101 Arch Street
Suite 1000
Boston, Massachusetts 02110
Tel: 617-227-0600
About WOODSTOCK CORPORATION
WOODSTOCK CORPORATION, formally registered with the SEC as WOODSTOCK CORPORATION. The firm was established in 04/04/1968. They have over 1 offices throughout the country.
WOODSTOCK CORPORATION is a Boston, Massachusetts based Financial Planning firm with nearly $1,116,283,437 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110662 |
| SEC# | 801-4782 |
| Assets Managed by Firm | $1,116,283,437 |
| No. of Clients | 560 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
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 | 560 | $1,116,283,437 |
| Individuals (other than high net worth individuals) | 93 | $42,531,929 |
| High net worth individuals | 136 | $1,011,341,178 |
| Pension and profit sharing plans | Fewer than 5 clients | $15,511,654 |
| Charitable organizations | 8 | $27,577,323 |
| Corporations or other businesses | Fewer than 5 clients | $19,321,353 |
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