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Home > Retirement Planners > north carolina > raleigh > COOK WEALTH, LLC
COOK WEALTH, LLC
4101 Lake Boone Trail
Suite 200
Raleigh, North Carolina 27607
Tel: (919) 784-9100
About COOK WEALTH, LLC
COOK WEALTH, LLC, formally registered with the SEC as COOK WEALTH, LLC. The firm was established in 02/05/2014. They have over 3 offices throughout the country.
COOK WEALTH, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $529,363,352 assets under management, offering retirement planning & investment advisory services to 1422 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170372 |
| SEC# | 801-79160 |
| Assets Managed by Firm | $529,363,352 |
| No. of Clients | 1422 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1422 | $529,363,352 |
| Individuals (other than high net worth individuals) | 273 | $54,764,591 |
| High net worth individuals | 159 | $471,135,482 |
| Pension and profit sharing plans | 11 | $3,463,279 |
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