$66.5M Total AUM
$66.5M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
15 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2010
- Office Locations
- 1
Office Locations
2050 Livernois RD STE B Troy MI
About Cook & Associates
Cook & Associates is a Troy, MI-based advisory practice providing financial guidance across insurance, investing, retirement and estate planning, and wealth preservation. It serves individual investors, including retirees and entrepreneurs, and emphasizes education alongside portfolio construction focused on asset allocation and risk management (mutual funds/ETFs). LPL Financial is listed as custodian.
Team overview
-- AVG AGE
$66.5M AVG AUM / ADVISOR
$739.4K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Horizon Value Alpha pioneer
Client Personas
Zenith summit
Investment Themes
Catalyst Radial
Investment Vehicles
Pioneer
Services
Insight Radial foundation Legacy insight Ridge alpha Horizon peak
Owner & Executives
M
MATTHEW PAUL COOK
--
- CRD
- #3092568
- Ownership
- 75% or more
(705) 325-8820
bridge.matrix@vertexcapital.com
in linkedin.com/in/fusion-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,545,277 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,545,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,545,277
Public Funds:
25.8% Equity - Exchange:
35.8% Cash:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,292,511,416 | 25.8% |
| Equity - Exchange | $3,181,081,732 | 35.8% |
| Cash | $3,412,110,015 | 38.4% |
| Total | $8,885,703,163 | 100.0% |