Investment adviser · CRD 106347

WOOD ASSET MANAGEMENT LLC

Investment adviser filing (IA)

SARASOTA, FL, United States · Form ADV filed Jul 17, 2014

Regulatory AUM
$387M
Form ADV · Item 5.F
Client accounts
196
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 17, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1605 MAIN STREET, SUITE 904
SARASOTA, FL, 34236, United States

CRD 106347

Filing source

Form ADV 834514 · Jul 17, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.