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WOOD CREEK CAPITAL MANAGEMENT, LLC
WOOD CREEK CAPITAL MANAGEMENT, LLC
NEW HAVEN, Connecticut
·
4 registered advisors
·
CRD# 148944
SEC# 801-69939
203-401-3220
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at WOOD CREEK CAPITAL MANAGEMENT, LLC
4 registered advisors
Glenn Harvey Pease
NEW HAVEN, Connecticut
CRD# 4363107
Matthew Cye Sandoval
NEW HAVEN, Connecticut
CRD# 3090768
Robert S Saul
NEW HAVEN, Connecticut
CRD# 4520399
Thomas Michael Juterbock
NEW HAVEN, Connecticut
CRD# 1722682
05
Office Locations
NEW HAVEN, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. WOOD CREEK CAPITAL MANAGEMENT, LLC (CRD# 148944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.