Wood Asset Management Inc is a large advisory firm based in Sarasota. It manages $354.41 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 37 other states.
Wood Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wood Asset Management Inc is $354.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wood Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Walter Wood has been acting as President since 1 Apr 1994. Harald Hvideberg has served as the Chief Investment Officer since 1 Oct 2007 and John Wilson Fisher is the Chief Executive Officer of Wood Asset Management Inc family office. Ariel Eli Salama joined the executive team most recently as the Managing Partner.
The principal office where Wood Asset Management Inc performs its advisory services is located at 1605 Main Street, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-361-2195 or by fax 941-906-9494. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.