Wood Young & Co Inc is a large advisory firm based in Quakertown. It manages $63.69 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Wood Young & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Young & Co Inc is $63.69 million. The firm's AUM has gone down by -25% 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 Young & Co 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.
The principal office where Wood Young & Co Inc performs its advisory services is located at 209 W. Broad St., Quakertown, PA 18951, 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 215-536-8620 or by fax 215-536-8622. The normal business hours are 9:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at www.woodyoung.com.