Glenn Woody Financial Consultants Inc (Costa Mesa)

Name: Glenn Woody Financial Consultants Inc
Address: 151 Kalmus Drive, Costa Mesa, CA, 92626
Telephone: 714-850-0534

Glenn Woody Financial Consultants Inc is a large advisory firm based in Costa Mesa. It manages $139.96 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Glenn Woody Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Glenn Woody Financial Consultants: assets under management

The assets under management (AUM) of Glenn Woody Financial Consultants Inc is $139.96 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $119.2 million in discretionary accounts and $20.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $340.28 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glenn Woody Financial Consultants Inc 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.

Careers at Glenn Woody Financial Consultants Inc

Glenn Dwight Woody has been acting as President since 1 Jul 1981. Scott Kight Anderson joined the executive team most recently as the Treasurer/Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Dwight Woody	President	1 Jul 1981	75% - 100%	472574
Julianna Michelle Anderson	Chief compliance officer	1 Jun 2014	Other	4942635
Julianna Anderson Bray	President and chief compliance officer	1 Jun 2014	50% - 75%	4942635
Scott Kight Anderson	Treasurer/corporate secretary	1 Jul 2014	50% - 75%	4113189

Based in Costa Mesa

The principal office where Glenn Woody Financial Consultants Inc performs its advisory services is located at 151 Kalmus Drive, Costa Mesa, CA 92626, which is also the mailing address of the firm. An additional office of the firm is in Palm Desert, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-850-0534 or by fax 714-850-0934. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.planretire.com.