Woods Asset Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

30 Old Kings Hwy S PMB 112, Darien, Conn...

Phone Number

(203) 635-8122

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
1
2

About Woods Asset Management

Woods Asset Management offers comprehensive wealth management advisory services aimed at providing a transparent and independent financial environment. The company focuses on empowering clients to achieve their investment, financial planning, philanthropic, and retirement goals. Located in Charleston's historic district, they tailor strategies to meet individual client needs and simplify financial management. Their team of experienced professionals is dedicated to acting in the best interest of clients, ensuring that their goals and dreams are prioritized.Explore more
Popular SearchesWoods Asset ManagementWoods Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Woods Asset Management Org Chart

PhoneEmail
JW
United States flag for contact location.

Founding Partner, Chief Investment Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Woods Asset Management

<$5M
1-10
Private
-
2007
JW
Jonathan WoodsFounding Partner, Chief Investment Officer
$7.2M
1-10
Private
-
2001
LS
Levi SchuckVice President
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
2006
TD
Timothy DoughertyPresident & CEO
<$5M
1-10
Private
-
-
RH
Richard HowellsManaging Director
<$5M
1-10
Private
-
2005
SB
Steven BattelManaging Director
<$5M
1-10
Private
-
2019
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Woods Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Woods Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Woods Asset Management.

Woods Asset Management Tech Stack

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Frequently Asked Questions Regarding Woods Asset Management

What is Woods Asset Management's official website?
Woods Asset Management's official website is www.woodsassetmgmt.com
What is Woods Asset Management's Revenue?
Woods Asset Management's revenue is <$5 Million
What is Woods Asset Management's SIC code?
Woods Asset Management's SIC: 62,628
What is Woods Asset Management's NAICS code?
Woods Asset Management's NAICS: 52,523
How many employees does Woods Asset Management have?
Woods Asset Management has 1-10 employees
What industry does Woods Asset Management belong to?
Woods Asset Management is in the industry of: Finance, Securities Trading
What is Woods Asset Management competition?
Woods Asset Management top competitors include: planwellpws.com, Liberty Wealth Solutions, Veritas Wealth Advisors, Mundi Financial
What technology does Woods Asset Management use?
Some of the popular technologies that Woods Asset Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Woods Asset Management?
Woods Asset Management contact info: Phone number: (203) 635-8122 Website: www.woodsassetmgmt.com
What does Woods Asset Management do?

Woods Asset Management offers comprehensive wealth management advisory services aimed at providing a transparent and independent financial environment. The company focuses on empowering clients to achieve their investment, financial planning, philanthropic, and retirement goals. Located in Charleston's historic district, they tailor strategies to m... eet individual client needs and simplify financial management. Their team of experienced professionals is dedicated to acting in the best interest of clients, ensuring that their goals and dreams are prioritized.Read More

Is Woods Asset Management a public company?
Woods Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Woods Asset Management

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