What departments does Woodley Farra Manion Portfolio Management have?

Woodley Farra Manion Portfolio Management has employees across 4 departments including Operations, Information Technology, Program & Project Management, Customer Success.

What is the largest department at Woodley Farra Manion Portfolio Management?

The largest department at Woodley Farra Manion Portfolio Management is Operations with 1 employees.

How has Woodley Farra Manion Portfolio Management's team size changed over time?

Woodley Farra Manion Portfolio Management's team has grown from approximately 15 to 16 employees based on available data.

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Woodley Farra Manion Portfolio Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Woodley Farra Manion Portfolio Management is a financial services firm based in Indianapolis, Indiana, founded in 1995. The company provides investment management, financial planning, fiduciary guidance for charitable organizations, and strategies for charitable giving. It adheres to a long-term, disciplined investing approach, prioritizing downside protection and avoiding trend-driven moves.

A CFA-credentialed team analyzes thousands of stocks to identify undervalued large-cap companies with solid fundamentals and reliable dividend policies, assembling concentrated portfolios of roughly 25 to 30 securities. Clients are supported by a financial coach and receive quarterly reports, while assets are held by third-party custodians on a fee-only basis with no commissions. Recent recognition on CNBC's Financial Advisor 100 List includes a No. 23 ranking in 2025.

Woodley Farra Manion Portfolio Management Global Highlights

North America
23

United States Of America
23

Woodley Farra Manion Portfolio Management's Leadership

K. B.
Chief Compliance Officer Operations
Mobile Phone
Email
K. G.
Partner
Mobile Phone
Email
T. M.
Director Information Technology
Mobile Phone
Email
K. S.
Senior Project Manager
Mobile Phone
Email
K. K.
Account Manager
Mobile Phone
Email
K. H.
Administrative Executive
Mobile Phone
Email

Woodley Farra Manion Portfolio Management Employee Metrics

100%

50%

2026

2025

Finance
Banking
Legal
Accounting
Administrative
Other

Contact profiles from Woodley Farra Manion Portfolio Management

Name

Title

Contact Info

Location

Last Update

K. B.
Chief Compliance Officer Operations
Mobile Phone
Email
Oct 21, 2024
K. G.
Partner
Mobile Phone
Email
Oct 23, 2024
T. M.
Director Information Technology
Mobile Phone
Email
Oct 17, 2024
K. S.
Senior Project Manager
Mobile Phone
Email
Oct 23, 2024
K. K.
Account Manager
Mobile Phone
Email
UNITED STATES
Sep 05, 2024
K. H.
Administrative Executive
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Woodley Farra Manion Portfolio Management known for?

Woodley Farra Manion Portfolio Management was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 8555 North River Road Suite 400 Indianapolis, Indiana 46240 United States; you can contact the main corporate office by phone at

+1-317-269-****

. Explore Woodley Farra Manion Portfolio Management's company overview page for more information.

What is Woodley Farra Manion Portfolio Management's most common email format?

Woodley Farra Manion Portfolio Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Woodley Farra Manion Portfolio Management email formats with LeadIQ.

How many employees does Woodley Farra Manion Portfolio Management have currently?

Woodley Farra Manion Portfolio Management has approximately 16 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Woodley Farra Manion Portfolio Management's key employees and leadership?

As of May 2026, Woodley Farra Manion Portfolio Management's key employees include:

Chief Compliance Officer Operations: K. B.
Partner: K. G.
Director Information Technology: T. M.
Senior Project Manager: K. S.
Account Manager: K. K.

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Woodley Farra Manion Portfolio Management Employee Directory

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