Woodland Investment Consulting LLC
RIASEC Registered
Total AUM
$34.7M
Discretionary
$21.9M
63% of AUM
Avg account
$788K
Accounts
44
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147885
- Website
- www.woodlandinv.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.12%
- Pension & Profit Sharing Plans36.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Woodland Investment Consulting LLC is an independent registered investment advisor that primarily serves individual and family clients, as well as institutional clients. The firm operates under a fee structure based on a percentage of assets under management. It specializes in financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The firm does not engage in capital allocation and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Non-Exchange Traded Equities36%
- US Government Bonds17%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Steve Ng
Portfolio Manager and FounderCRD 3076951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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