Scott Hood
Advisor at First Wilshire Securities Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Wilshire Securities Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91106-3168
Credentials
CFP®, CFA®, Series 63
Industry experience
33 years
Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.
Based on First Wilshire Securities Management, Inc.
Based on First Wilshire Securities Management, Inc.
Financial Review Services fixed fee of $1,000
$0 - $1,000,000: 1.75% annually over $1,000,000 - $30,000,000: 1.50% annually over $30,000,000 - $50,000,000: 1.25% annually over $50,000,000+: Negotiable
Performance fees only applicable to affiliated private funds, not SMAs; e.g., 20% incentive fee above 5% hurdle rate on net profits
Account minimum: $500,000 Minimum fee: Financial Review Services fixed fee of $1,000
1214 East Green Street, Suite 104
Pasadena, CA 91106-3168
California · Massachusetts
First Wilshire Securities Management, Inc.
1998 - Present (28 years)
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