$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Jackson National Life ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2021
- Office Locations
- 1
Office Locations
-- Matthews NC
About Woodgreen Advisory, LLC
Woodgreen Advisory, LLC is a Matthews, NC-based retail RIA founded in 2021. The firm provides financial and investment planning, portfolio construction, and risk management, with tax and estate planning plus insurance/annuity guidance. Portfolios commonly use public funds, ETFs, and U.S. government/agency fixed income. Operates on SEI and Jackson National Life platforms.
Team overview
75 AVG AGE
$22.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
R
ROBERT VICTOR DONOVAN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #706756
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,188,572 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,188,572 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing