James
Wood
Crescent Grove Advisors
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About this Advisor
James Wood is a financial advisor based in Lake Forest, Illinois, working with Crescent Grove Advisors. James has previously held positions at Cedar Street Advisors, Harris Investment Management Inc, Bmo Harris Financial Advisors, Inc, and Crescent Grove Advisors, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, James is part of Crescent Grove Advisors, which operates out of Lake Forest, Illinois. The firm has 2 offices and 34 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Crescent Grove Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$4,455,148,440
34
359
$12,409,884
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Wood Work History
Crescent Grove Advisors, LLC
Harris Investment Management Inc
Bmo Harris Financial Advisors, Inc
Cedar Street Advisors
Disclosures
Please visit the SEC profile of James 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 Crescent Grove Advisors
Milwaukee, WI
Lake Forest, IL
Milwaukee, WI
Milwaukee, WI
Atlanta, GA
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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