COOK FINANCIAL DESIGNS, INC.
  • COOK FINANCIAL DESIGNS, INC.
  • DANIEL STEPHEN COOK
  • DANIEL S. COOK, P.L.L.C.
  • COOK'S FINANCIAL DESIGNS

Adviser Profile

As of Date 03/24/2024
Registration status Registration Changed to COOK FINANCIAL DESIGNS, INC.
ADV Location VIRGINIA BEACH, VA, United States
Contact Info 757 xxxxxxx
AUM* 97,488,956
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 235,481
% High Net Worth 30.72%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees