Woodridge Capital Portfolio Management
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- Woodridge Capital is a locally owned, registered investment advisory firm based in Ridgeland, Mississippi. Our firm was founded in June 2006. We accept fiduciary responsibility on our client advice and are under the regulatory guidance of the Securities Exchange Commission (SEC). Our business focus is wealth management solutions, which includes portfolio management services, qualified retirement plans(401k's, Profit Sharing, 403(b)s and financial planning. Our strategy takes into consideration a changing market environment and uses a relative- strength based, asset allocation system. This includes a disciplined component designed to keep the portfolio adjusted for varying market conditions.. Our primary custodian partners are Raymond James Financial Services and Charles Schwab Co. Our primary services are:Individual and Corporate portfolio managementIndividual Financial PlanningEmployer-sponsored 401(k) retirement plans
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Headquarters:800 Woodlands Parkway Suite 201, Ridgeland, Mississippi, United States
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Phone Number: +1 601-957-6006
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Website: https://www.woodridge-capital.com
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Employees:5
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Revenue:$1 - 10M
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Legal Name:Woodridge Capital Portfolio Management
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Woodridge Capital Portfolio Management's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Woodridge Capital Portfolio Management
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Where are Woodridge Capital Portfolio Management's Headquarters?
Woodridge Capital Portfolio Management's Headquarters are in 800 Woodlands Parkway Suite 201,Ridgeland,Mississippi,United States
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What is Woodridge Capital Portfolio Management's phone number?
Woodridge Capital Portfolio Management's phone number is +1 601-957-6006
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What is Woodridge Capital Portfolio Management's official website?
Woodridge Capital Portfolio Management's official website is https://www.woodridge-capital.com
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What is Woodridge Capital Portfolio Management's Revenue?
Woodridge Capital Portfolio Management's revenue is $1 - 10M
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What is Woodridge Capital Portfolio Management's NAICS code?
Woodridge Capital Portfolio Management's NAICS code is 523930
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How many employees are working in Woodridge Capital Portfolio Management
Woodridge Capital Portfolio Management has 5 employees
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What is Woodridge Capital Portfolio Management's Industry?
Woodridge Capital Portfolio Management is in the industry of Investment Management
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Who is Woodridge Capital Portfolio Management's Partner?
Woodridge Capital Portfolio Management's Partner is Danny Williams