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Scott J Wood

DRH INVESTMENTS, INC.·THOUSAND OAKS, California
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141 DUESENBERG DRIVE, THOUSAND OAKS, CA 91362CRD# 2424216Firm CRD# 164945
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About

Scott J Wood is a registered financial advisor based in THOUSAND OAKS, California, affiliated with DRH INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
DRH INVESTMENTS, INC.
DRH INVESTMENTS, INC.
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DRH INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2424216
Firm CRD# 164945
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott J Wood offer?
Scott J Wood specializes in Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Scott J Wood's credentials?
Scott J Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott J Wood located?
Scott J Wood is based in THOUSAND OAKS, California, working with DRH INVESTMENTS, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Scott J Wood charge for services?
Scott J Wood's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRH INVESTMENTS, INC.?
DRH INVESTMENTS, INC. has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jason Lindsay Ball — BALL & COMPANYDeborah Fassler Reed — REED & BALL, INC.Catherine Marian Clark — IBN ASSET MANAGEMENT, LLCJeffrey Arnold Borenstein — LAMIA FINANCIAL GROUP, INC.Michael Earl Garner — MFA WEALTH SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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