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NORTH WOODS ASSET MANAGEMENT LLC
NORTH WOODS ASSET MANAGEMENT LLC
NORTH WOODS WEALTH MANAGEMENT
BUFFALO, New York
·
2 registered advisors
·
CRD# 226575
SEC# 801-115081
0
716.220.8497
01
Firm Overview
AUM
$65M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at NORTH WOODS ASSET MANAGEMENT LLC
2 registered advisors
Jeremy Tilton Wadsworth
BUFFALO, New York
CRD# 6890192
William Barrett Wadsworth
BUFFALO, New York
CRD# 5621720
05
Office Locations
BUFFALO, New York
2 advisors
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Data sourced from SEC Form ADV filings. NORTH WOODS ASSET MANAGEMENT LLC (CRD# 226575) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.