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Home > Retirement Planners > connecticut > glastonbury > HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
95 Glastonbury Blvd
Suite 102
Glastonbury, Connecticut 6033
Tel: 860-521-8400
About HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC, formally registered with the SEC as HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. The firm was established in 04/04/2003. They have over 1 offices throughout the country.
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $477,513,380 assets under management, offering retirement planning & investment advisory services to 72 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 125791 |
| SEC# | 801-61958 |
| Assets Managed by Firm | $477,513,380 |
| No. of Clients | 72 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 72 | $477,513,380 |
| High net worth individuals | 5 | $10,804,994 |
| Pension and profit sharing plans | 21 | $261,069,954 |
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