Woodley Farra Manion Portfolio Management is an investment advisor in Indianapolis with $1.57 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
351964649
SEC advisor number
801-50387
FINRA CRD number
107660
AUM ?
$1.80 bn
(as of 29 Mar 24)
Accounts
1,375
(as of 29 Mar 24)
Employees
13
(8 investment advisory or research)
Address
Woodley Farra Manion Portfolio Management
8555 N. RIVER ROAD
SUITE 400
INDIANAPOLIS
IN 46240
8555 N. RIVER ROAD
SUITE 400
INDIANAPOLIS
IN 46240
Phone
317-269-0226
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21