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WOODSTOCK CORPORATION

BOSTON, MA · CRD 110662 · IAPD ↗ · 617-227-0600

$1.29BRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
July 2024 — WOODSTOCK CORPORATION crossed $1B in regulatory AUM ($921.7M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.