WOOSTER CORTHELL WEALTH MANAGEMENT, INC. - Financial Advisor in Connecticut, Glastonbury

Tel: 860-430-9766 655 Winding Brook Drive Suite 2023 Glastonbury, Connecticut 06033-4335

About WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based financial advisory firm with nearly $453,064,294 in assets under management and provides investment advisory services for 1053 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

112243

Firm SEC#:

801-58282

Assets Under Management:

$453,064,294

No. of Clients:

1053

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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108113

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$41,618,061,377

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$5,879,425,880

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767

$1,143,870,296

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322951

801-126687

387

$846,535,879

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313968

801-121271

1369

$535,018,387

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108742

801-57744

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$405,921,864

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Not Disclosed

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