Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


April 25, 2015 1:26 AM ET

Capital Markets

Company Overview of Woodway Financial Advisors Inc.

Company Overview

Woodway Financial Advisors Inc. provides investment management, financial planning, and trust and estate services to individuals and professional companies. It offers trust administration services, including custody and safekeeping of trust assets, manage investments, regular review of investment performance and trust activity, collect income, distribute income to beneficiaries or reinvest according to trust provisions, review and process requested discretionary distributions, pay bills, periodic statements of assets and transactions, maintain records, annual summary for tax return preparation, and remainder distributions. The company also provides estate administration services, such as ass...

10000 Memorial Drive

Suite 650

Houston, TX 77024

United States

Founded in 1982

Phone:

713-683-7070

Fax:

713-683-0702

Key Executives for Woodway Financial Advisors Inc.

Vice Chairman of the Board, President and Member of Investment Advisory Board
Founder, Chairman and Member of Investment Advisory Board
Age: 71
Vice Chairman of the Board, Executive Vice President and Member of Investment Advisory Board
Senior Vice President, Trust Officer, Manager of Trust Administration, Estate Planning, Probate & Asset Administration and Member of Investment Advisory Board
Vice President and Trust Officer of Planning, Administration & investment of Client Accounts
Compensation as of Fiscal Year 2014.

Woodway Financial Advisors Inc. Key Developments

Elizabeth C. Leicht Joins Woodway Financial Advisors as Vice President and Trust Officer

Elizabeth C. Leicht recently joined Woodway Financial Advisors as vice president and trust officer.

Similar Private Companies By Industry

Company Name Region
Janus Financial Corporation United States
Resolution Management Services, LLC United States
Schroder U.S. Holdings, Inc. United States
Viriathus Holdings LLC United States
RINET Company, LLC United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
January 15, 2015
--
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Woodway Financial Advisors Inc., please visit www.woodwayfinancial.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.