1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COOK FINANCIAL DESIGNS, INC.

Map pinVIRGINIA BEACH, VA
Phone757-498-4810
NotebookSEC #801-129969
Total AUM
$172.4M
Employees
1
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1060 LASKIN ROAD
SUITE 25B
VIRGINIA BEACH
VA 23451
United States
Operating Hours
08:00-5:00
Monday - Friday
Phone
757-498-4810

ReceiptFinancials

Total AUM
$172.4M
Accounts
567
Discretionary
$0
Accounts
0
Non-Discretionary
$172.4M
Accounts
567

ContactClients

View more in analytics →

Individual Clients
148
AUM
$62.3M
HNW Individual Clients
47
AUM
$110.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMANCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account