Wooster Corthell Wealth Management Inc
Legal Name: WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Full Contact Details
Wooster Corthell Wealth Management Inc
300 WINDING BROOK DRIVE, GLASTONBURY, CT
860-430-9766
860-430-9762
Other Info
Wooster Corthell Wealth Management Inc is legally known as WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. It is a CT Corporation. This firm has 5 employees, of which 3 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 19, 2001.
Direct Owners
-
ALAN DALE WOOSTER
PRESIDENT & CEO owns 75% or more
-
LYNN RICKARDS CORTHELL
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 31, 2019
- Vanguard Mega Cap $46,786k
- SCHWAB STRATEGIC TR $29,252k
- SCHWAB STRATEGIC TR $22,872k
- VANGUARD INDEX FDS TOTAL STK MKT $22,512k
- VANGUARD SCOTTSDALE FDS $14,500k
- INDEXIQ ETF TR $13,402k
- VANGUARD STAR FD VG TL INTL STK F $11,044k
- VANGUARD INDEX FDS MID CAP ETF $10,973k
- SCHWAB STRATEGIC TR US SML CAP ETF $7,320k
- VANGUARD INDEX FDS SMALL CP ET $6,704k