Sign in Sign up for free

Wood & Anthony LLC (Bedminster)


Wood & Anthony LLC is a large advisory firm based in Bedminster. It manages $50.05 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Wood & Anthony provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 & Anthony: assets under management

The assets under management (AUM) of Wood & Anthony LLC is $50.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 473% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.97 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wood & Anthony 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 Bedminster

The principal office where Wood & Anthony LLC performs its advisory services is located at 135 Route 202/206, Suite 10, Bedminster, NJ 07921, 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 973-635-6700 or by fax 908-532-0193. The normal business hours are 8:45 am to 4:45 pm on Monday - Friday.


Registered investment advisers similar to Wood & Anthony LLC