WOODLAND INVESTMENT CONSULTING LLC

WOODLAND INVESTMENT CONSULTING LLC is an SEC-registered investment adviser (CRD 147885). Regulatory assets under management: $34.7M.

Registration

• CRD: 147885
• Type: Registered investment adviser
• Phone: 6179394415
• Latest filing: 2024-10-01
• Regulatory AUM: $34.7M
• Discretionary AUM: $21.9M
• Non-discretionary AUM: $12.8M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search