CRD: 150641
Woodward Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2009
- Office Locations
- 2
Office Locations
About Woodward Financial Advisors, Inc.
Woodward Financial Advisors is a fiduciary wealth management firm providing ongoing financial planning and discretionary investment management (no hourly or project engagements). Portfolios are implemented largely with public funds and complemented with fixed income and select private funds. The firm operates on major custodial platforms including Schwab and Fidelity and has been featured in outlets such as The Wall Street Journal and NPR.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES RONALD MILLER JR
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2859074
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Taylor Renee Cole
Wealth Advisor
- CRD
- #7503986
Victor Louis Colella
Wealth Advisor
- CRD
- #6592031
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $641,480,000 | $591,771 |
| Non-Discretionary | $0 | -- |
| Total | $641,480,000 | $591,771 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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