Sandalwood Investment Group

Sandalwood Investment Group (CRD# 285604) is a financial advisory firm headquartered in , . They manage $2,750,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Sandalwood Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Wood, financial advisor South Burlington VT
Douglas G. Wood
CRD#: 1291418
South Burlington, VT

Douglas Wood (CRD# 1291418) is an Investment Advisor Representative working at Sandalwood Investment Group in South Burlington, VT and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals