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Kevin Allen Wood

CLEARHAVEN PARTNERS LP·BOSTON, Massachusetts
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800 BOYLSTON ST., BOSTON, MA 02199CRD# 1419177Firm CRD# 309219
01

About

Kevin Allen Wood is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CLEARHAVEN PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CLEARHAVEN PARTNERS LP
CLEARHAVEN PARTNERS LP
AUM
$980M
Regulatory assets under management
Employees
11
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1419177
Firm CRD# 309219
No disclosures on file
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05

Frequently Asked Questions

What services does Kevin Allen Wood offer?
Kevin Allen Wood specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Kevin Allen Wood's credentials?
Kevin Allen Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Allen Wood located?
Kevin Allen Wood is based in BOSTON, Massachusetts, working with CLEARHAVEN PARTNERS LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Kevin Allen Wood charge for services?
Kevin Allen 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 CLEARHAVEN PARTNERS LP?
CLEARHAVEN PARTNERS LP has approximately 11 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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