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WOODSTOCK CORPORATION
CRD 110662 · SEC 801-4782
21 CUSTOM HOUSE STREET, 5TH FLOOR, BOSTON, MA, 02110, United States
Phone
617-227-0600
Fax
617-523-0229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.19B
Discretionary AUM
$1.19B
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $44.1M |
| High net worth individuals | 140 | $1.08B |
| Charitable organizations | 8 | $26.6M |
States served
CA, MA, NY, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD