Investment adviser · CRD 125791
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
Investment adviser filing (IA)
GLASTONBURY, CT, United States · Form ADV filed Oct 6, 2023
- Regulatory AUM
- $478M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 21 | $261,069,954 | 54.7% |
| Government entities | 46 | $205,638,432 | 43.1% |
| High-net-worth individuals | 5 | $10,804,994 | 2.3% |
Filing source
Form ADV 1792261 · Oct 6, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 6, 2023. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
95 GLASTONBURY BLVD, SUITE 102GLASTONBURY, CT, 06033, United States
CRD 125791
Filing source
Form ADV 1792261 · Oct 6, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.