PARKWOODS WEALTH PARTNERS, LLC

SYRACUSE, New York·3 registered advisors·CRD# 331565
SEC# 801-1304780315-757-1100
01

Firm Overview

AUM
$403M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PARKWOODS WEALTH PARTNERS, LLC

3 registered advisors
Brian Neil Hansen
SYRACUSE, New York
Edward Matthew Edwin
SYRACUSE, New York
Elizabeth Long Hansen
SYRACUSE, New York
05

Office Locations

SYRACUSE, New York
3 advisors

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Data sourced from SEC Form ADV filings. PARKWOODS WEALTH PARTNERS, LLC (CRD# 331565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.