WOODWARD INVESTMENT MANAGEMENT, LLC

WOODWARD INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 316141). Regulatory assets under management: $23.4M.

Registration

• CRD: 316141
• Type: Registered investment adviser
• Phone: 346-320-3176
• Latest filing: 2026-02-19
• Regulatory AUM: $23.4M
• Discretionary AUM: $23.4M
• Clients: 2
• Accounts: 34

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316141 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search