Woodridge Capital Portfolio Management, LLC is a large advisory firm based in Ridgeland. It manages $144.38 million of regulatory assets for 358 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Florida, Louisiana, and 3 other states.
Woodridge Capital Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. 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 Woodridge Capital Portfolio Management, LLC is $144.38 million. The firm's AUM has grown by 235% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Woodridge Capital Portfolio Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and 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 firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Woodridge Capital Portfolio Management is high net worth individuals with 142 clients and $94.31 million of assets under management. Among the 13 most similar advisory firms, Woodridge Capital Portfolio Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $141.69 million for 357 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Woodridge Capital Portfolio Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Woodridge Capital Portfolio Management, LLC performs its advisory services is located at 800 Woodlands Pky, Ridgeland, MS 39157, 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 601-957-6006 or by fax 601-957-6986. The normal business hours are 8:00-4:30pm on Monday - Friday. You can find more information about the New York firm at woodridge-capital.com.