CRD: 147885
Woodland Investment Consulting LLC
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- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2008
- Office Locations
- 1
Office Locations
About Woodland Investment Consulting LLC
Woodland Investment Consulting is an independent, fee-only RIA providing customized investment management and financial planning for individuals and corporate retirement plans. The portfolio approach emphasizes wealth protection and accumulation, using blue-chip dividend income and opportunistic positioning. For small and mid-sized plans, it brings Fortune 500 experience with turnkey plan design, investment selection, ongoing due diligence, participant education, and fiduciary risk management, coordinating with recordkeepers and TPAs. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVE NG
Financial Advisor, President
- CRD
- #3076951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,893,238 | -- |
| Non-Discretionary | $12,789,687 | -- |
| Total | $34,682,925 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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