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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 90 clients, or 90 clients per representative. That equates to $739.4K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Cook & Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW PAUL COOK
--
- CRD
- #3092568
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Cook & Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.