Wood Asset Management Inc (Sarasota)

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.

Wood Asset Management: assets under management

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 firm manages $354.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each.

Fees & Commissions

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.

Careers at Wood Asset Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Walter Wood	President/ceo/director	1 Apr 1994	75% - 100%	1958338
Patricia Kerry Woodruff	Managing director	1 May 1994	Other	2499021
Charlene Heiser Wolff	Managing director	1 May 1994	Other	2499024
Herbert Albert Carter	Sr. vp	1 Jan 1997	Other	2209615
Eugene William Boylston	Director	1 Jan 1997	Other	27956
William Francis Ballhaus	Director	1 Jan 1997	Other	4356036
Robert Henry Stovall	Managing director	1 Apr 2003	Other	437762
Mark Darrow Troy	Executive vice president	1 May 2003	Other	1610078
Jansen Hasbrouck Wood	Vice president & direct owner	1 Dec 2003	Other	5133092
Melissa Diedre Wood	Direct owner	1 Dec 2003	Other	5133105
Andrea Claire Wood	Direct owner	1 Dec 2003	Other	2377347
Harald Hvideberg	Senior vice president	1 Feb 2004	Other	2932533
John Joseph Sauickie	Chairman of the board/director	1 Oct 2007	Other	1461364
Titanium Asset Management Corp.	Direct owner	1 Oct 2007	75% - 100%	208444031
Nigel David Wightman	Secretary/director	1 Oct 2007	Other	5439177
Harald Hvideberg	Director/chief investment officer	1 Oct 2007	Other	2932533
Thomas Anglin Hamilton	Director	1 Nov 2007	Other	1716361
Judy Ann Bennett	Chief compliance officer	1 Apr 2008	Other	1142302
John Wilson Fisher	President/chief executive officer	1 Jun 2008	Other	855128
John Lee Walsh	Chief compliance officer	1 May 2009	Other	3138029
Robert Patrick Brooks	Chairman	1 Apr 2010	Other	4373806
Brian Lee Gevry	Director	1 Apr 2010	Other	2456218
Ariel Eli Salama	Managing partner	1 Oct 2013	Other	6263262

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Clal Finance Ltd.	Shareholder	1 May 2007	25% - 50%	foreign
Clal Insurance Enterprises Holdings Ltd.	Shareholder	1 May 2007	75% - 100%	foreign
Idb Development Corporation Ltd.	Shareholder	1 May 2007	50% - 75%	foreign
Idb Holding Corporation Ltd.	Shareholder	1 May 2007	50% - 75%	foreign
Ganden Holdings Ltd.	Shareholder	1 May 2007	25% - 50%	foreign
Nochi Dankner	Shareholder	1 May 2007	50% - 75%	5440186
Llc Tamco Holdings	Majority shareholder	1 Dec 2012	50% - 75%	46-1508006
Boyd Tamco Holdings Llc	Shareholder	1 Dec 2012	50% - 75%	46-1554716
Llc Nis Acquisition	Shareholder	1 Dec 2012	50% - 75%	46-1523598
Llc Tamco Intermediary	Shareholder	1 Oct 2013	75% - 100%	46-4015071

Based in Sarasota

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.