Woodwin Management Inc (Washington)

Woodwin Management Inc is a large advisory firm based in Washington. It manages $45.3 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of District of Columbia.

Woodwin Management provides portfolio management for individuals and small businesses and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodwin Management: assets under management

The assets under management (AUM) of Woodwin Management Inc is $45.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $45.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.06 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Woodwin Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Woodwin Management Inc

Dudley Winthrop has been acting as President since 1 Apr 1992. Beekman Winthrop joined the executive team most recently as the President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Beekman Winthrop	President & director	1 Apr 1992	25% - 50%	2496981
Phoebe Jane Winthrop	Treasurer, secretary & director	1 Apr 1992	25% - 50%	2496998
Dudley Winthrop	Director	1 Apr 1992	25% - 50%	4348688

Based in Washington

The principal office where Woodwin Management Inc performs its advisory services is located at 3722 Benton Street Northwest, Washington, DC 20007 1803, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.