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Edward Charles Wood

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAK BROOK, Illinois
MCDONNELL INVESTMENT MANAGEMENT, LLC
1515 W. 22ND STREET, 11TH FLR, OAK BROOK, IL 60523CRD# 1140818Firm CRD# 113878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Charles Wood · OAK BROOK, IL
Registration
CRD #1140818 · MCDONNELL INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Edward Charles Wood is a registered financial advisor based in OAK BROOK, Illinois, affiliated with MCDONNELL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MCDONNELL INVESTMENT MANAGEMENT, LLC
MCDONNELL INVESTMENT MANAGEMENT, LLC
AUM
$12.4B
Regulatory assets under management
Employees
51
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1140818
Firm CRD# 113878
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05

Frequently Asked Questions

What services does Edward Charles Wood offer?
Edward Charles Wood specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Edward Charles Wood's credentials?
Edward Charles Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Charles Wood located?
Edward Charles Wood is based in OAK BROOK, Illinois, working with MCDONNELL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Edward Charles Wood charge for services?
Edward Charles Wood's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONNELL INVESTMENT MANAGEMENT, LLC?
MCDONNELL INVESTMENT MANAGEMENT, LLC has approximately 51 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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