Overview
Assets Under Management: $529 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 159
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,422
Regulatory Filings
CRD Number: 170372
Last Filing Date: 2025-02-26 00:00:00
Website: https://cookwealth.com