Investment adviser · CRD 110332
BETH WRIGHT WOODSIDE, CFP
Investment adviser filing (IA)
WOODSIDE, BETH WRIGHT
GREENVILLE, SC, United States · Form ADV filed Jul 26, 2012
- Regulatory AUM
- $81.3M Form ADV · Item 5.F
- Client accounts
- 360 Accounts, not individual clients
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Employees.
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: Jul 26, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
110 W. BROAD STREETGREENVILLE, SC, 29601, United States
CRD 110332
Filing source
Form ADV 661780 · Jul 26, 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.