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.
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 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.
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.