Fundraisers / Woodbury Financial Services, Inc.

FundraiserRegistered broker-dealer

Woodbury Financial Services, Inc.

FINRA 421 · placing rounds since Jan 2016

2company rounds placed
0in the last two years, last Sept 2016
$100ksold in the rounds they placed
5000.0%typical commission; the median firm takes 4.9%

Named on 6 Form D filings as paid to sell the offering: 2 for operating companies, 1 for funds, 3 for real estate. 3 registered agents named.

How big the rounds are

  1. Under $1M4
  2. $1M to $5M0
  3. $5M to $20M0
  4. $20M to $100M0
  5. $100M+0

Where the companies are

NY4PA2
FiledIssuerIndustrySold
May 2022Huntsville SFR DSTOther Real Estate$8.3M
Feb 2019Central Park Group WP Global Growth, LLCPooled Investment Fund$22M
Nov 2018Arizona Healthcare II DSTAgents: MICHAEL DONOVAN PULSOther Real Estate$4.0M
Dec 2017Colorado Springs Multifamily DSTAgents: David Cowguill, Randall BrehmerOther Real Estate$15M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jan 2016Genesis Drilling Program VIII LPAgents: Dean MatsumotoOil and Gas$100k
Dec 2015Genesis Drilling Program IX LPAgents: Dan Kenichi HaraOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Dino MarnellOil and Gas$75k
Dec 2015Genesis Drilling Program IX LPAgents: Miye WireOil and Gas$150k
Oct 2015Healthcare Portfolio DSTAgents: Richard L. ArgotsingerOther Real Estate$18M
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

Founders who worked with them

No one has said so yet.

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Marked verified when your company is one of the rounds they placed.

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