RIA Intel›Advisers›Pennsylvania›WOOD JONATHAN DAVID

WOOD JONATHAN DAVID

Advisory

DOWNINGTOWN, PA

Data as of Dec 19, 2001 · Source: SEC Form ADV

Total AUM

$18M

1-Year AUM Growth

-52.1%

3-Year CAGR

-3.0%

Employees

0

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingJan 31, 2001

Latest FilingDec 19, 2001

🔒 Full AUM trend chart and 2 historical filings spanning 1 year

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WOOD JONATHAN DAVID

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.