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Building 2COX & COOK WEALTH ADVISORS

Map pinDUBLIN, OH
Phone614-764-2366
NotebookSEC #801-135926
Total AUM
$119.5M
Employees
4
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 NORTH HIGH STREET
SUITE A1
DUBLIN
OH 43017
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
614-764-2366
Other Offices
1

ReceiptFinancials

Total AUM
$119.5M
Accounts
563
Discretionary
$108.5M
Accounts
546
Non-Discretionary
$11.1M
Accounts
17

ContactClients

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Individual Clients
160
AUM
$38.5M
HNW Individual Clients
63
AUM
$81M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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