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WOODLAND INVESTMENT CONSULTING LLC

Advisory

MA

Data as of Oct 1, 2024 · Source: SEC Form ADV

Rank in MA
#1,244
of 1,590 advisers by AUM
Average account
$788K
across 44 accounts
AUM per adviser
$35M
1 advisers

Source: SEC Form ADV. Figures as filed Oct 1, 2024.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$35M
Discretionary AUM$22M
Non-Discretionary AUM$13M
Discretionary %63.1%
Total Clients44
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndJune
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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