$19.9M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2002
- Office Locations
- 1
Office Locations
-- Downingtown PA
About Wood J D & CO
WOOD J D & CO is a registered investment adviser in Downingtown, PA providing portfolio management and financial planning, including estate planning and insurance guidance, for individuals and entrepreneurs. Portfolios are implemented primarily with ETFs in separately managed accounts, with access via a major custodian such as Charles Schwab & Co.
Team overview
-- AVG AGE
$19.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHAN DAVID WOOD
--
- CRD
- #4340187
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,944,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,944,066 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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