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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
GLASTONBURY, Connecticut
·
4 registered advisors
·
CRD# 112243
SEC# 801-58282
1
860-430-9766
01
Firm Overview
AUM
$453M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
4 registered advisors
Alan Dale Wooster
GLASTONBURY, Connecticut
CRD# 2152409
Katherine Zoe Kelly
GLASTONBURY, Connecticut
CRD# 7218891
Lynn Rickards Corthell
GLASTONBURY, Connecticut
CRD# 1905010
Matthew William Corthell
GLASTONBURY, Connecticut
CRD# 6851414
05
Office Locations
GLASTONBURY, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. WOOSTER CORTHELL WEALTH MANAGEMENT, INC. (CRD# 112243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.