HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
CRD #125791 SEC #801-61958 GLASTONBURY, CT 860-521-8400
SEC Registered
Total AUM
$477.5M
Discretionary
$241.9M
Employees
7
Clients
0
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $477.5M | $241.9M | $235.6M | 7 | 82 |
| Mar 2023 | $477.5M | $241.9M | $235.6M | 7 | 82 |
| Jul 2022 | $543.4M | $252.2M | $291.1M | 8 | 72 |
| Mar 2022 | $543.4M | $252.2M | $291.1M | 8 | 72 |
| Mar 2021 | $486.4M | $216.7M | $269.7M | 7 | 76 |
| Jun 2020 | $598.4M | $200.6M | $397.8M | 7 | 75 |
| Jun 2020 | $598.4M | $200.6M | $397.8M | 7 | 75 |
| Mar 2020 | $598.4M | $200.6M | $397.8M | 7 | 75 |
| Mar 2019 | $518.7M | $169.8M | $348.8M | 7 | 82 |
| Mar 2019 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Jan 2019 | $490.4M | $132.9M | $357.5M | 6 | 69 |
| Nov 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Nov 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Oct 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Sep 2018 | $490.4M | $132.9M | $357.5M | 8 | 69 |
| Jul 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Jun 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Jun 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Apr 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Apr 2018 | $490.4M | $132.9M | $357.5M | 7 | 69 |
| Mar 2018 | $490.4M | $132.9M | $357.5M | 8 | 69 |
| Jul 2017 | $355.1M | $55M | $300.1M | 8 | 100 |
| Mar 2017 | $355.1M | $55M | $300.1M | 8 | 100 |
| Mar 2016 | $328.7M | $46.5M | $282.2M | 7 | 140 |
| May 2015 | $362.7M | $44.4M | $318.2M | 7 | 100 |
| Mar 2015 | $362.7M | $44.4M | $318.2M | 7 | 100 |
| Mar 2014 | $295.2M | $4.9M | $290.4M | 6 | 26 |
| Feb 2014 | $265.1M | $0 | $265.1M | 7 | 26 |
| Mar 2013 | $265.1M | $0 | $265.1M | 7 | 26 |
| Sep 2012 | $236.2M | $0 | $236.2M | 1 | 26 |
| Mar 2012 | $236.2M | $0 | $236.2M | 1 | 26 |
| Mar 2010 | $149.6M | $0 | $149.6M | 5 | -- |
| Feb 2009 | $113.4M | $0 | $113.4M | 5 | -- |
| Mar 2007 | $124.5M | $0 | $124.5M | 5 | -- |
| Jan 2007 | $74.7M | $0 | $74.7M | 5 | -- |
| Mar 2006 | $74.7M | $0 | $74.7M | 5 | -- |
| Jun 2005 | $66.2M | $0 | $66.2M | 5 | -- |
| Mar 2004 | $271.5M | $0 | $271.5M | 5 | -- |
| Jan 2004 | $109.2M | $0 | $109.2M | 5 | -- |
| Nov 2003 | $109.2M | $0 | $109.2M | 5 | -- |
DateOct 2023
Total AUM$477.5M
Discretionary$241.9M
Non-Disc.$235.6M
Employees7
Clients82
DateMar 2023
Total AUM$477.5M
Discretionary$241.9M
Non-Disc.$235.6M
Employees7
Clients82
DateJul 2022
Total AUM$543.4M
Discretionary$252.2M
Non-Disc.$291.1M
Employees8
Clients72
DateMar 2022
Total AUM$543.4M
Discretionary$252.2M
Non-Disc.$291.1M
Employees8
Clients72
DateMar 2021
Total AUM$486.4M
Discretionary$216.7M
Non-Disc.$269.7M
Employees7
Clients76
DateJun 2020
Total AUM$598.4M
Discretionary$200.6M
Non-Disc.$397.8M
Employees7
Clients75
DateJun 2020
Total AUM$598.4M
Discretionary$200.6M
Non-Disc.$397.8M
Employees7
Clients75
DateMar 2020
Total AUM$598.4M
Discretionary$200.6M
Non-Disc.$397.8M
Employees7
Clients75
DateMar 2019
Total AUM$518.7M
Discretionary$169.8M
Non-Disc.$348.8M
Employees7
Clients82
DateMar 2019
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateJan 2019
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees6
Clients69
DateNov 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateNov 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateOct 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateSep 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees8
Clients69
DateJul 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateJun 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateJun 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateApr 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateApr 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees7
Clients69
DateMar 2018
Total AUM$490.4M
Discretionary$132.9M
Non-Disc.$357.5M
Employees8
Clients69
DateJul 2017
Total AUM$355.1M
Discretionary$55M
Non-Disc.$300.1M
Employees8
Clients100
DateMar 2017
Total AUM$355.1M
Discretionary$55M
Non-Disc.$300.1M
Employees8
Clients100
DateMar 2016
Total AUM$328.7M
Discretionary$46.5M
Non-Disc.$282.2M
Employees7
Clients140
DateMay 2015
Total AUM$362.7M
Discretionary$44.4M
Non-Disc.$318.2M
Employees7
Clients100
DateMar 2015
Total AUM$362.7M
Discretionary$44.4M
Non-Disc.$318.2M
Employees7
Clients100
DateMar 2014
Total AUM$295.2M
Discretionary$4.9M
Non-Disc.$290.4M
Employees6
Clients26
DateFeb 2014
Total AUM$265.1M
Discretionary$0
Non-Disc.$265.1M
Employees7
Clients26
DateMar 2013
Total AUM$265.1M
Discretionary$0
Non-Disc.$265.1M
Employees7
Clients26
DateSep 2012
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees1
Clients26
DateMar 2012
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees1
Clients26
DateMar 2010
Total AUM$149.6M
Discretionary$0
Non-Disc.$149.6M
Employees5
Clients--
DateFeb 2009
Total AUM$113.4M
Discretionary$0
Non-Disc.$113.4M
Employees5
Clients--
DateMar 2007
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees5
Clients--
DateJan 2007
Total AUM$74.7M
Discretionary$0
Non-Disc.$74.7M
Employees5
Clients--
DateMar 2006
Total AUM$74.7M
Discretionary$0
Non-Disc.$74.7M
Employees5
Clients--
DateJun 2005
Total AUM$66.2M
Discretionary$0
Non-Disc.$66.2M
Employees5
Clients--
DateMar 2004
Total AUM$271.5M
Discretionary$0
Non-Disc.$271.5M
Employees5
Clients--
DateJan 2004
Total AUM$109.2M
Discretionary$0
Non-Disc.$109.2M
Employees5
Clients--
DateNov 2003
Total AUM$109.2M
Discretionary$0
Non-Disc.$109.2M
Employees5
Clients--