The Molpus Woodlands Group, LLC
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Learn more about The Molpus Woodlands Group, LLC
Overview
The Molpus Woodlands Group, LLC is an advisory company that has its headquarters in Jackson, Mississippi. The firm controls $1.3 billion in assets under management over six client accounts, making it one of the biggest firms in the nation by assets under management (AUM). The company has a large team, including 16 financial advisors. The Molpus Woodlands Group, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and stocks.
The Molpus Woodlands Group, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that buy and sell decisions are made by a portfolio manager without needing the customer's approval. The firm administers roughly $215.4 million in assets for each account. The average financial advisor at The Molpus Woodlands Group, LLC administers fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's headquarters is at 654 North State Street, Jackson, Mississippi 39202. It is registered to provide services to clients across a few states, including Alabama and Mississippi.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Molpus Woodlands Group, LLC by the Numbers
$1.3 billion
112
6
$215.4 million
Fee Structure
A financial advisor's fees typically are based on the type of financial services provided. However, fee types charged by the firm can consist of the following fee structures: asset-based, hourly, fixed, performance-based or other. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 32% 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 0% of firms that offer this fee type
Subscription
Types of Clients
The Molpus Woodlands Group, LLC works with pooled investment vehicles. Out of its six clients, The Molpus Woodlands Group, LLC's biggest client type is pooled investment vehicles. Around 50% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
The Molpus Woodlands Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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