


Woodstock Corporation
Financial Services • Boston, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 101 Arch Street, 1000, Boston, Massachusetts 02110, US |
| Phone number | +16175230229 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Tax Planning, Trust Management, Asset Management, Accounting Services, Estate Planning, Family Wealth Planning, Trustee Services, Philanthropic Planning, Equity Investing, Stock Investing, Institutional Portfolio Management, High Net Worth Wealth Management, Investment Management & Advice, Fiancial Planning For Business Owners, Sudden Wealth Advising |
| Founded | 1929 |
| Employees | 21-50 |
| Socials |
Key Contacts at Woodstock Corporation
Patrick Anderson
Owner
Peter Ketelaar
Director
Woodstock Corporation Email Formats
Woodstock Corporation uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@woodstockcorp.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@woodstockcorp.com | 83.3% |
{first initial}{first initial} | jj@woodstockcorp.com | 11.1% |
{first name}{last name} | johndoe@woodstockcorp.com | 5.6% |
About Woodstock Corporation
Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high-net-worth individuals and their families, trustees, corporations, and philanthropic institutions. As one of Boston’s oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future. Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and with the array of financial and advisory services we offer. We are committed to delivering unparalleled service, and as registered investment advisors and fiduciaries, we are required to put our clients’ needs ahead of our own. We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as trusted advisors and that fosters peace of mind for those we serve. As a fee-only firm, our goals are aligned with yours. We invite you to learn more about how we can put our experience to work for you.
Woodstock Corporation revenue & valuation
| Annual revenue | $3,507,755 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Woodstock Corporation has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Woodstock Corporation has never raised funding before.
Woodstock Corporation Tech Stack
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Frequently asked questions
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