Wood Asset Management LLC
Wood Asset Management LLC (CRD# 106347) is a financial advisory firm headquartered in Sarasota, FL. They manage $386,541,537 in 196 accounts and serve the financial needs of clients across 40 states (or territories).
Current Firm Details
Wood Asset Management LLC
By the Numbers
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Total Assets Under Management387MILLION
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Total Number of Accounts196ACCOUNTS
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Average Account Value$1,972,151
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Financial Advisors at Wood Asset Management LLC
No Advisor Found.
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