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Building 2HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

Map pinGLASTONBURY, CT
Phone860-521-8400
NotebookSEC #801-61958
Total AUM
$477.5M
Employees
7
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 GLASTONBURY BLVD
SUITE 102
GLASTONBURY
CT 06033
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
860-521-8400

ReceiptFinancials

Total AUM
$477.5M
Accounts
72
Discretionary
$241.9M
Accounts
42
Non-Discretionary
$235.6M
Accounts
30

ContactClients

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HNW Individual Clients
5
AUM
$10.8M
Pension/Profit Sharing Plan Clients
21
AUM
$261.1M
Government Entity Clients
46
AUM
$205.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
RFP AND AUDITING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANY

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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