Woodard & Co Asset Management is an investment advisor in Bermuda Run with $962.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562065927
SEC advisor number
801-24818
FINRA CRD number
108199
AUM ?
$911.00 mm
(as of 27 Mar 24)
Accounts
1,819
(as of 27 Mar 24)
Employees
4
(4 investment advisory or research)
Address
Woodard & Co Asset Management
117 KINDERTON BLVD
BERMUDA RUN
NC 27006
117 KINDERTON BLVD
BERMUDA RUN
NC 27006
Phone
3369987000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22