Investment adviser · CRD 109271

WOODLAND LEISHMAN & ASSOCIATES

Investment adviser filing (IA)

ORCUTT, CA, United States · Form ADV filed Apr 1, 2016

Regulatory AUM
$8.6M
Form ADV · Item 5.F
Client accounts
65
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Apr 1, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

340 EAST CLARK
ORCUTT, CA, 93455, United States

CRD 109271

Filing source

Form ADV 1007638 · Apr 1, 2016 · 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.