LeadIQ logo
Learn more at LeadIQ.com
Woodley Farra Manion Portfolio Management logo

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.

Find Woodley Farra Manion Portfolio Management employees' phone numbers or email addresses

Woodley Farra Manion Portfolio Management Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Woodley Farra Manion Portfolio Management's Leadership

  • Chief Compliance Officer Operations at Woodley Farra Manion Portfolio Management
    K. B.
    Chief Compliance Officer Operations
    Mobile Phone
  • Partner at Woodley Farra Manion Portfolio Management
    K. G.
    Partner
    Mobile Phone
  • Director Information Technology at Woodley Farra Manion Portfolio Management
    T. M.
    Director Information Technology
    Mobile Phone
  • Senior Project Manager at Woodley Farra Manion Portfolio Management
    K. S.
    Senior Project Manager
    Mobile Phone
  • Administrative Executive at Woodley Farra Manion Portfolio Management
    K. H.
    Administrative Executive
    Mobile Phone

Woodley Farra Manion Portfolio Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Legal
  • Other
  • Accounting

Contact profiles from Woodley Farra Manion Portfolio Management

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer Operations at Woodley Farra Manion Portfolio Management
    K. B.
    Chief Compliance Officer Operations
    Mobile Phone
    Oct 21, 2024
  • Partner at Woodley Farra Manion Portfolio Management
    K. G.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Director Information Technology at Woodley Farra Manion Portfolio Management
    T. M.
    Director Information Technology
    Mobile Phone
    Oct 17, 2024
  • Senior Project Manager at Woodley Farra Manion Portfolio Management
    K. S.
    Senior Project Manager
    Mobile Phone
    Oct 23, 2024
  • Administrative Executive at Woodley Farra Manion Portfolio Management
    K. H.
    Administrative Executive
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Woodley Farra Manion Portfolio Management known for?

Minus sign iconPlus sign iconWoodley Farra Manion Portfolio Management was founded in 1995 and operates in the Financial Services industry. You can contact Woodley Farra Manion Portfolio Management's 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?

Minus sign iconPlus sign iconWoodley Farra Manion Portfolio Management employees' email format typically follows the pattern of FLast@woodleyfarra.com. 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?

Minus sign iconPlus sign iconWoodley Farra Manion Portfolio Management has approximately 16 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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.
  • Administrative Executive: K. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.