Woodbury Financial Services, Inc
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Overview
Woodbury Financial Services, Inc is a financial advisor company headquartered in Saint Paul, Minnesota. It has $21.3 billion in total assets across 91,382 customer accounts, placing it among the biggest firms in the United States by assets under management (AUM). Woodbury Financial Services, Inc has a very large team, including 1,291 financial advisors. Woodbury Financial Services, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Woodbury Financial Services, Inc oversees more than half of the firm's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without requiring the customer's consent. The company also manages 10,356 non-discretionary accounts totaling $3.7 billion in assets. The firm supervises roughly $233,575 for every account. An average advisor at Woodbury Financial Services, Inc oversees about 71 client accounts, making it about average in terms of personalization.
Woodbury Financial Services, Inc’s headquarters is located at 7755 3Rd Street North, Saint Paul, Minnesota 55128. It is legally allowed to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Woodbury Financial Services, Inc by the Numbers

$21.3 billion

3,216

91,382

$233.6 thousand
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Products and Services
Woodbury Financial Services, Inc offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last financial year, Woodbury Financial Services, Inc provided 1500 of its clients with financial planning services. It is engaged in selling products or offering services apart from investment advisory services to its customers. The firm is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, trust company, insurance company or agency and pension consultant.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 47% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 7% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on which services are offered. However, fees charged by the company can consist of some combination of the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 70% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 33% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company does business with a broad range of investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 91,382 clients, Woodbury Financial Services, Inc's largest client type is retail investors, though it also caters to 11,407 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 17.82%
- Other Individuals - 81.12%
- Corporations - 0.79%
- Charitable Organizations - 0.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Woodbury Financial Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Colorado Springs, CO
Saint Paul, MN
Johnson City, TN
Brighton, MI
Orland Park, IL
Lees Summit, MO
Midvale, UT
Carmel, IN
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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