Investment adviser · CRD 165339
WOOD INVESTMENT COUNSEL, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed May 22, 2014
- Regulatory AUM
- $748M Form ADV · Item 5.F
- Client accounts
- 457 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: May 22, 2014. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
55 MADISON ST., STE. 680DENVER, CO, 80206, United States
CRD 165339
Filing source
Form ADV 825763 · May 22, 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.