Unclaimed Profile

Glenn Harvey Pease

WOOD CREEK CAPITAL MANAGEMENT, LLC·NEW HAVEN, Connecticut

WOOD CREEK CAPITAL MANAGEMENT, LLC

157 CHURCH STREET, NEW HAVEN, CT 06510CRD# 4363107Firm CRD# 148944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glenn Harvey Pease · NEW HAVEN, CT

Registration

CRD #4363107 · WOOD CREEK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Glenn Harvey Pease is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with WOOD CREEK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WOOD CREEK CAPITAL MANAGEMENT, LLC

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WOOD CREEK CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4363107

Firm CRD# 148944

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Glenn Harvey Pease offer?

Glenn Harvey Pease specializes in Retirement Planning, Wealth Management. Contact their office in NEW HAVEN, Connecticut for a consultation.

What are Glenn Harvey Pease's credentials?

Glenn Harvey Pease is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Harvey Pease located?

Glenn Harvey Pease is based in NEW HAVEN, Connecticut, working with WOOD CREEK CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.

How does Glenn Harvey Pease charge for services?

Glenn Harvey Pease's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOOD CREEK CAPITAL MANAGEMENT, LLC?

WOOD CREEK CAPITAL MANAGEMENT, LLC has approximately 22 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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