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Woodland Partners LLC (Minneapolis)


Woodland Partners LLC is a large advisory firm based in Minneapolis. It manages $282.8 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.

Woodland Partners provides portfolio management for individuals and small businesses and portfolio management for investment companies. 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 Partners: assets under management

The assets under management (AUM) of Woodland Partners LLC is $282.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $282.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.68 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Woodland Partners LLC 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.

Based in Minneapolis

The principal office where Woodland Partners LLC performs its advisory services is located at 60 South Sixth Street Suite 3750, Minneapolis, MN 55402, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 612-359-0002 or by fax 612-359-0004. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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