C
CRD: 115241
Cook Financial Designs, Inc.
Virginia Beach, VA, 23451
7574984810
$172.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
195 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2001
- Office Locations
- 1
Office Locations
1060 Laskin Road Suite 25B Virginia Beach VA
About Cook Financial Designs, Inc.
Cook Financial Designs, Inc. is a Virginia Beach-based RIA. The firm has been operating for 24 years. Managing $172.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$172.4M AVG AUM / ADVISOR
$884.1K AVG AUM / CLIENT
24.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Client Personas
Crest pioneer
Investment Themes
Element radial Eagle
Investment Vehicles
Harbor Delta
Services
Matrix Wave Ember Fusion focus Ember Matrix frontier Focus
Owner & Executives
D
DANIEL STEPHEN COOK
Chief Compliance Officer, President
- CRD
- #4423756
- Ownership
- 75% or more
(675) 797-9553
atlas.zenith@foundationcapital.com
in linkedin.com/in/foundation-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $172,400,261 | $304,057 |
| Total | $172,400,261 | $304,057 |
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Separately Managed Accounts
Total SMA Asset: $172,400,261
Public Funds:
21.3% Cash:
8.4% Equity - Exchange:
23.8% U.S. Government/Agency:
17.2% Other:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $462,090,059 | 21.3% |
| Cash | $182,232,699 | 8.4% |
| Equity - Exchange | $516,325,981 | 23.8% |
| U.S. Government/Agency | $373,143,146 | 17.2% |
| Other | $635,645,010 | 29.3% |
| Total | $2,169,436,895 | 100.0% |