WOOD J D & CO

WOOD J D & CO of DOWNINGTOWN, PA is an SEC-registered investment adviser (CRD 109666). Regulatory assets under management: $19.9M.

Registration

• CRD: 109666
• SEC file number: 801-13263
• Type: Registered investment adviser
• Location: 1139 GLENSIDE AVE, DOWNINGTOWN, PA, 19335
• Phone: 610-269-5900
• Latest filing: 2026-03-24
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109666 on SEC IAPD (source of record)
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