2 Sound View Drive
Second Floor
Greenwich, Connecticut 06830
Tel: 203-861-2930
COOK PINE CAPITAL LLC, formally registered with the SEC as COOK PINE CAPITAL LLC. The firm was established in 07/25/2005. They have over 1 offices throughout the country.
COOK PINE CAPITAL LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $409,201,719 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 7 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134911 |
| SEC# | 801-64533 |
| Assets Managed by Firm | $409,201,719 |
| No. of Clients | 7 |
| No. of Advisors | 7 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $409,201,719 |
| High net worth individuals | 2 | $93,360,069 |
| Charitable organizations | 1 | $55,561,401 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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