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Derek David Wood

CONTEXT INSURANCE STRATEGIES, LLC·BALA CYNWYD, Pennsylvania
Unclaimed Profile
401 CITY AVE, BALA CYNWYD, PA 19004CRD# 6544838Firm CRD# 299605
01

About

Derek David Wood is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with CONTEXT INSURANCE STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CONTEXT INSURANCE STRATEGIES, LLC
CONTEXT INSURANCE STRATEGIES, LLC
AUM
$13M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CONTEXT INSURANCE STRATEGIES, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6544838
Firm CRD# 299605
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek David Wood offer?
Derek David Wood specializes in Investment Management, Fee-Only Advisory. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are Derek David Wood's credentials?
Derek David Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek David Wood located?
Derek David Wood is based in BALA CYNWYD, Pennsylvania, working with CONTEXT INSURANCE STRATEGIES, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Derek David Wood charge for services?
Derek David Wood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTEXT INSURANCE STRATEGIES, LLC?
CONTEXT INSURANCE STRATEGIES, LLC has approximately 8 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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