Woodley Farra Review

Trust Score 96%
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Last updated: May 20th, 2019. Data source: SEC filings.

Woodley Farra, federally registered in 1995, is a Registered Investment Advisor (RIA) in 36 state(s) with a licensed staff of 7 advisors. Woodley Farra manages $947.7 million and provides investment advisory services for 892 clients (1:128 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $1,062,410
Hybrid Advisor No
Disciplinary History No
Total AUM $947.7 million
Advisor / Client Ratio 1:128
Headquarters Indianapolis, IN
SEC Filings Forms and Brochures    (CRD # 107660)
State(s) Registered AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MA, MI, MN, MS, MO, NE, NV, NH, NM, NY, NC, OH, OK, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI

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