WOODWARD FINANCIAL ADVISORS, LLC
WOODWARD FINANCIAL ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 116828). Regulatory assets under management: $26.1M.
Registration
- CRD: 116828
- SEC file number: 801-68990
- Type: Registered investment adviser
- Location: 1504 E. FRANKLIN ST., SUITE 105, CHAPEL HILL, NC, 27514
- Phone: 919-929-2495
- Latest filing: 2009-01-27
- Regulatory AUM: $26.1M
- Discretionary AUM: $26.1M
- Clients: 1
- Accounts: 83
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WOODWARD HENRY LYNDE | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| WOODWARD HENRY | MANAGING MANAGER/ CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
More on this firm