One Woodward Advisors LLC (New York)

Name: One Woodward Advisors LLC
Address: 400 East 85 Th Street, New York, NY, 10028
Telephone: 212-706-3002

One Woodward Advisors LLC is a large advisory firm based in New York. It manages $189.31 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

One Woodward Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

One Woodward Advisors: assets under management

The assets under management (AUM) of One Woodward Advisors LLC is $189.31 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.05 million in discretionary accounts and $184.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.81 million.

One Woodward Advisors has custody of $1.56 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay One Woodward Advisors LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where One Woodward Advisors LLC performs its advisory services is located at 400 East 85 Th Street, New York, NY 10028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-706-3002 or by fax 866-720-5315. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at clawsonadvisory.com.

One Woodward Advisors LLC (New York)

One Woodward Advisors: assets under management

Fees & Commissions

Based in New York

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