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Glenn Dwight Woody

GLENN WOODY FINANCIAL CONSULTANTS INC·COSTA MESA, California
Unclaimed Profile
151 KALMUS DRIVE, COSTA MESA, CA 92626CRD# 472574Firm CRD# 110478
01

About

Glenn Dwight Woody is a registered financial advisor based in COSTA MESA, California, affiliated with GLENN WOODY FINANCIAL CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GW FINANCIAL, INC.
GW FINANCIAL
AUM
$94M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GW FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 472574
Firm CRD# 110478
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Glenn Dwight Woody offer?
Glenn Dwight Woody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.
What are Glenn Dwight Woody's credentials?
Glenn Dwight Woody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glenn Dwight Woody located?
Glenn Dwight Woody is based in COSTA MESA, California, working with GLENN WOODY FINANCIAL CONSULTANTS INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.
How does Glenn Dwight Woody charge for services?
Glenn Dwight Woody's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENN WOODY FINANCIAL CONSULTANTS INC?
GLENN WOODY FINANCIAL CONSULTANTS INC has approximately 6 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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