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Glenn Harvey Pease

WOOD CREEK CAPITAL MANAGEMENT, LLC·NEW HAVEN, Connecticut
Unclaimed Profile
157 CHURCH STREET, NEW HAVEN, CT 06510CRD# 4363107Firm CRD# 148944
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WOOD CREEK CAPITAL MANAGEMENT, LLC
WOOD CREEK CAPITAL MANAGEMENT, LLC
AUM
$2.8B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WOOD CREEK CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4363107
Firm CRD# 148944
5 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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