WDBG (Woodbrook Group Holdings) Receipts from Customers

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

What is Woodbrook Group Holdings Receipts from Customers?

Receipts from Customers only applicable to companies reporting Cash Flow from Operations in direct method.

Woodbrook Group Holdings Business Description

Address 433 Plaza Real, Suite 275, Boca Raton, FL, USA, 33432
Woodbrook Group Holdings Inc. is a financial advisory and wealth management firm based in the United States. The company provides a range of financial services to individual and institutional clients, including portfolio management, investment management, retirement planning, wealth planning, and education fee planning. Its client base primarily consists of individuals, families, and businesses seeking personalized financial guidance and long-term asset management solutions. Woodbrook Group Holdings generates revenue primarily through advisory fees, asset management fees, and commissions tied to the financial products and services it offers. The firm operates mainly within the U.S. market, serving domestic clients across various stages of financial planning and investment needs.