WOODARD & CO ASSET MANAGEMENT GROUP INC

BERMUDA RUN, North Carolina·3 registered advisors·CRD# 108199

SEC# 801-248180336-998-7000

01

Firm Overview

AUM

$911M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at WOODARD & CO ASSET MANAGEMENT GROUP INC

3 registered advisors

Joan Holland Woodard

BERMUDA RUN, North Carolina

John Bennett Woodard

BERMUDA RUN, North Carolina

Todd Franklin Senter

BERMUDA RUN, North Carolina

05

Office Locations

BERMUDA RUN, North Carolina

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Data sourced from SEC Form ADV filings. WOODARD & CO ASSET MANAGEMENT GROUP INC (CRD# 108199) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.