Overview
Assets Under Management: $179 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 35
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 319
Discretionary Accounts: 315
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 300451
Last Filing Date: 2025-02-21 00:00:00
Website: https://cooksenwealth.com