Investment adviser · CRD 143885
485 SERVICES COMPANY
Investment adviser filing (IA)
ONE WOODWARD ADVISORS LLC
· Form ADV filed Mar 23, 2012
- Regulatory AUM
- $189M Form ADV · Item 5.F
- Client accounts
- 115 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
CRD 143885
Filing source
Form ADV 627793 · Mar 23, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.