WOODARD & CO ASSET MANAGEMENT GROUP INC

117 Kinderton Boulevard
Bermuda Run, North Carolina 27006
Tel: 336-998-7000

About WOODARD & CO ASSET MANAGEMENT GROUP INC

WOODARD & CO ASSET MANAGEMENT GROUP INC, formally registered with the SEC as WOODARD & CO ASSET MANAGEMENT GROUP INC. The firm was established in 08/01/1985. They have over 1 offices throughout the country.

WOODARD & CO ASSET MANAGEMENT GROUP INC is a Bermuda Run, North Carolina based Financial Planning firm with nearly $911,000,000 assets under management, offering retirement planning & investment advisory services to 1819 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108199
SEC#	801-24818
Assets Managed by Firm	$911,000,000
No. of Clients	1819
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1819	$911,000,000
Individuals (other than high net worth individuals)	1541	$428,000,000
High net worth individuals	249	$433,000,000
Charitable organizations	12	$26,000,000
Corporations or other businesses	12	$4,000,000

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