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Woodard & Company Asset Management Group

EST. AUM
$1,167,000,000

CONTACTS
4

CLIENT ACCOUNTS
1,832

Firm Details

Metro area Raleigh
CRD Number 108199
Website wcamg.com
Client types

Overview

WOODARD & COMPANY ASSET MANAGEMENT GROUP, INC. (WCAMG) is a Registered Investment Advisory firm established in Winston-Salem in 1985. The firm's corporate philosophy is to provide discretionary asset management using traditional investment mediums for individuals and institutions, emphasizing sound fundamental values and principles. WCAMG works closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. The professional staff is dedicated to the expert management of clients' money. The management is done strictly on a fee-only basis; commissions are not accepted. WCAMG makes its investment decisions after careful review and analysis of the best funds, stocks, and other investment securities available that suit the client's objectives.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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