Natalia De ugarte munoz
Investment adviser representative at Woodley Farra
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Woodley FarraNov 2024 to now
- Woodley Farra ManionJun 2024 to now
- Maromo Holdings LPMar 2022 to Jun 2024
- Stagewood ConsortiumJul 2021 to Mar 2022
- UnemployedMay 2021 to Jul 2021
- Express Oil Change and Tire EngineersMay 2018 to Aug 2018
- C&m Auditors and AdministratorsJan 2018 to May 2021
- Samford UniversityAug 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Woodley Farra
Legal name: Woodley Farra Manion Portfolio Management Inc
$2.3BAssets managed
1,652Clients
11Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7978885
- Firm CRD
- 107660