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Building 2COOK WEALTH, LLC

Map pinRALEIGH, NC
Phone(919) 784-9100
NotebookSEC #801-79160
Total AUM
$529.4M
Employees
29
Clients
443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4101 LAKE BOONE TRAIL
SUITE 200
RALEIGH
NC 27607
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(919) 784-9100
Other Offices
2

ReceiptFinancials

Total AUM
$529.4M
Accounts
1,422
Discretionary
$529.4M
Accounts
1,422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
273
AUM
$54.8M
HNW Individual Clients
159
AUM
$471.1M
Pension/Profit Sharing Plan Clients
11
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMAMDNCNHNJNMNYPATXVA

HandshakeAffiliates

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

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