Scott
Wood

Drh Investments, Inc

CRD#2424216
Investment Advisor
in Los Angeles, CA

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About this Advisor

Scott Wood is a financial advisor operating in Los Angeles, California with a total of 10 years of industry experience. Wood is an employee of Drh Investments, Inc. During their career, the advisor has held roles at Drh Investments, Inc, Westmark School and Harvard-Westlake School. Wood has Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in California. Drh Investments, Inc is a registered investment firm that has its headquarters in Los Angeles, CA. It controls $190 million in assets between its 292 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 292 client accounts, 86% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Drh Investments, Inc has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services depend on which services are provided. However, fee types billed by Drh Investments, Inc can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

12100 Wilshire Blvd Suite 1020
Los Angeles, CA 90025

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Drh Investments, Inc Brokerage Details

Total Assets Under Management

$190,027,622

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

292

CA Average: 3,727
Average Account Size

$650,780

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Scott Wood Work History

Scott has been registered as a financial advisor for 10 years.*

2017 - Present (7 years)

Westmark School

2016 - Present (8 years)

Harvard-Westlake School

2013 - Present (11 years)

Drh Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Drh Investments, Inc

Scott Wood
Los Angeles, CA
David Hansen
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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