WOODWARD FINANCIAL ADVISORS, INC.

1504 E. Franklin St.
Suite 105
Chapel Hill, North Carolina 27514
Tel: 919-929-2495

About WOODWARD FINANCIAL ADVISORS, INC.

WOODWARD FINANCIAL ADVISORS, INC, formally registered with the SEC as WOODWARD FINANCIAL ADVISORS, INC. The firm was established in 06/08/2009. They have over 1 offices throughout the country.

WOODWARD FINANCIAL ADVISORS, INC. is a Chapel Hill, North Carolina based Financial Planning firm with nearly $511,205,897 assets under management, offering retirement planning & investment advisory services to 885 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150641
SEC#	801-70279
Assets Managed by Firm	$511,205,897
No. of Clients	885
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	885	$511,205,897
Individuals (other than high net worth individuals)	36	$46,763,100
High net worth individuals	149	$464,442,797

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