WOODWARD FINANCIAL ADVISORS, INC.

CHAPEL HILL, North Carolina·1 registered advisor·CRD# 150641
SEC# 801-702790919-929-2495
01

Firm Overview

AUM
$511M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOODWARD FINANCIAL ADVISORS, INC.

1 registered advisor
James Ronald Miller
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. WOODWARD FINANCIAL ADVISORS, INC. (CRD# 150641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.