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William Jasper Raike

WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, Georgia
Clean recordWOODSTOCK WEALTH MANAGEMENT, INC.
250 RIVER PARK NORTH DRIVE, WOODSTOCK, GA 30188CRD# 1502298Firm CRD# 283472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jasper Raike · WOODSTOCK, GA
Registration
CRD #1502298 · WOODSTOCK WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Jasper Raike is a registered financial advisor based in WOODSTOCK, Georgia, affiliated with WOODSTOCK WEALTH MANAGEMENT, 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
Introduction

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03

Firm Overview

Firm
WOODSTOCK WEALTH MANAGEMENT, INC.
WOODSTOCK WEALTH MANAGEMENT, INC.
AUM
$511M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at WOODSTOCK WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1502298
Firm CRD# 283472
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Jasper Raike offer?
William Jasper Raike specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are William Jasper Raike's credentials?
William Jasper Raike is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jasper Raike located?
William Jasper Raike is based in WOODSTOCK, Georgia, working with WOODSTOCK WEALTH MANAGEMENT, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does William Jasper Raike charge for services?
William Jasper Raike's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSTOCK WEALTH MANAGEMENT, INC.?
WOODSTOCK WEALTH MANAGEMENT, INC. has approximately 28 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Douglas Branca
WOODSTOCK, GA

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Research
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