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Wood Investment Counsel, LLC (Denver)


Wood Investment Counsel, LLC is a large advisory firm based in Denver. It manages $747.53 million of regulatory assets for 457 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.




Wood Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wood Investment Counsel: assets under management

The assets under management (AUM) of Wood Investment Counsel, LLC is $747.53 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $746.84 million in discretionary accounts and $688.32 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $344.16 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wood Investment Counsel, LLC 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.

Based in Denver

The principal office where Wood Investment Counsel, LLC performs its advisory services is located at 55 Madison St., Denver, CO 80206, 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 303-321-8188 or by fax 303-321-8055. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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