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WOODLAND LEISHMAN & ASSOCIATES
WOODLAND LEISHMAN & ASSOCIATES
ORCUTT, California
·
1 registered advisor
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CRD# 109271
SEC# 801-58077
805-937-4556
01
Firm Overview
AUM
$9M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WOODLAND LEISHMAN & ASSOCIATES
1 registered advisor
Kirk W Leishman
SANTA MARIA, California
CRD# 2232261
05
Office Locations
SANTA MARIA, California
1 advisor
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Data sourced from SEC Form ADV filings. WOODLAND LEISHMAN & ASSOCIATES (CRD# 109271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.