Wood Jonathan David is an internet adviser based in Downingtown. It manages $18.05 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Wood Jonathan David provides portfolio management for individuals and small businesses. 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 Jonathan David is $18.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wood Jonathan David for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Wood Jonathan David performs its advisory services is located at 1139 Glenside Ave, Downingtown, PA 19335 The mailing address of the firm is P.O. Box 1020, Downingtown, PA 19335. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-269-5900 or by fax 610-269-5901. The normal business hours are 9 am to 5 pm on Monday - Friday.