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WOODSTOCK WEALTH MANAGEMENT, INC.
WOODSTOCK WEALTH MANAGEMENT, INC.
WOODSTOCK, Georgia
·
2 registered advisors
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CRD# 283472
SEC# 801-112663
23
800-279-4468
01
Firm Overview
AUM
$511M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WOODSTOCK WEALTH MANAGEMENT, INC.
2 registered advisors
Anthony Douglas Branca
WOODSTOCK, Georgia
CRD# 1178639
William Jasper Raike
WOODSTOCK, Georgia
CRD# 1502298
05
Office Locations
WOODSTOCK, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. WOODSTOCK WEALTH MANAGEMENT, INC. (CRD# 283472) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.