Douglas WoodCRD Number: 6271534
Current Firm: Herbein Wealth Management, LLC
Douglas Wood (CRD# 6271534) is an Investment Advisor Representative working at Herbein Wealth Management, LLC in Wyomissing, PA and has 1 year of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Herbein Wealth Management, L.l.c||Reading, PA||Jan 2014 - Current||3|
|Herbein + Company||Reading, PA||Jul 2002 - Current||15|
Total Assets Under Management284MILLIONS
Total Number of Accounts1,109ACCOUNTS
Average Account Value$256,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, FL, NH, PA, SC, TX