300 Winding Brook Drive
Glastonbury, Connecticut 06033-4335
Tel: 860-430-9766
WOOSTER CORTHELL WEALTH MANAGEMENT, INC, formally registered with the SEC as WOOSTER CORTHELL WEALTH MANAGEMENT, INC. The firm was established in 01/19/2001. They have over 1 offices throughout the country.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $388,650,226 assets under management, offering retirement planning & investment advisory services to 1007 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112243 |
SEC# | 801-58282 |
Assets Managed by Firm | $388,650,226 |
No. of Clients | 1007 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1007 | $388,650,226 |
Individuals (other than high net worth individuals) | 203 | $68,844,656 |
High net worth individuals | 99 | $296,033,045 |
Pension and profit sharing plans | 5 | $12,145,143 |
Charitable organizations | 5 | $9,282,795 |
Corporations or other businesses | Fewer than 5 clients | $2,344,587 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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