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Alexander Jackson Woodward

BRIDGE CITY CAPITAL, LLC·LAKE OSWEGO, Oregon
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ONE CENTERPOINTE DRIVE, SUITE 565, LAKE OSWEGO, OR 97035CRD# 2998957Firm CRD# 148828
01

About

Alexander Jackson Woodward is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with BRIDGE CITY CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BRIDGE CITY CAPITAL, LLC
BRIDGE CITY CAPITAL, LLC
AUM
$267M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BRIDGE CITY CAPITAL, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2998957
Firm CRD# 148828
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexander Jackson Woodward offer?
Alexander Jackson Woodward specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Alexander Jackson Woodward's credentials?
Alexander Jackson Woodward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Jackson Woodward located?
Alexander Jackson Woodward is based in LAKE OSWEGO, Oregon, working with BRIDGE CITY CAPITAL, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Alexander Jackson Woodward charge for services?
Alexander Jackson Woodward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGE CITY CAPITAL, LLC?
BRIDGE CITY CAPITAL, LLC has approximately 7 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Katie Ann Laplante — JOHNSTONE FINANCIAL ADVISORS, INC.Glen Allen Clemans — CGC FINANCIAL SERVICES, LLCKent Allen Grubaugh — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCCarl James Pinkard — ALDRICH WEALTH, LIMITED PARTNERSHIPAmy Remmert Johnstone — JOHNSTONE FINANCIAL ADVISORS, INC.
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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