Woodley Farra
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Overview
Woodley Farra operates as a financial advisor firm based in Indianapolis, Indiana. The firm manages $1.5 billion in assets across 1,270 accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has a small group, including 7 financial advisors. Woodley Farra does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as equities, options and bonds.
Woodley Farra manages the majority of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing client approval. It also manages three non-discretionary accounts totaling $15.2 million in assets under management. The company's typical account size is $1.2 million. The average financial advisor at Woodley Farra manages about 181 client accounts.
The firm's headquarters is at 8555 N. River Road, Indianapolis, Indiana 46240. It is permitted to serve customers across 40 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Woodley Farra by the Numbers
$1.5 billion
11
1,270
$1.2 million
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by the company may include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of customers. The company works with retail investors, high net worth investors, pension plans, charitable organizations and state or municipal government entities. Out of its 1,270 customers, Woodley Farra's biggest client type by number of accounts is high net worth investors, but it also manages money for 710 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 55.91%
- Other Individuals - 40%
- Corporations - 0.55%
- Charitable Organizations - 3.54%
* 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
Woodley Farra does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Woodley Farra
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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