Woodland Leishman & Associates (Orcutt)

Name: Woodland Leishman & Associates
Address: 340 East Clark, Orcutt, CA, 93455
Telephone: 805-937-4556

Woodland Leishman & Associates is an adviser based in Orcutt. It manages $8.6 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Woodland Leishman & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodland Leishman & Associates: assets under management

The assets under management (AUM) of Woodland Leishman & Associates is $8.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Woodland Leishman & Associates 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 Woodland Leishman & Associates

Todd Martin Woodland has been acting as President since 1 Jan 1994. Seth Tyler Leishman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Martin Woodland	Director	1 Jan 1994	25% - 50%	1696805
Kirk W Leishman	Director	1 Jan 1994	25% - 50%	2232261
Seth Tyler Leishman	Chief compliance officer	1 Jun 2012	Other	5095063
Todd Martin Woodland	Director and chief compliance officer	1 Jun 2015	75% - 100%	1696805

Based in Orcutt

The principal office where Woodland Leishman & Associates performs its advisory services is located at 340 East Clark, Orcutt, CA 93455, 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 805-937-4556 or by fax 805-934-5257. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at woodlandleishman.com.