$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
617 N Vernal AVE East Suite Vernal UT
About Cook Financial, LLC
Cook Financial, LLC is a Vernal, Utah RIA led by Joshua R. Cook. The firm provides financial planning and discretionary portfolio management for business owners and entrepreneurs, emphasizing asset allocation and risk management with mutual funds and fixed-income strategies. Custody available at Schwab and LPL.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$209.8K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ember
Client Personas
Capital horizon Atlas
Investment Themes
Momentum atlas Harbor
Investment Vehicles
Beacon quantum
Services
Radial Delta Glacier Pathway
Owner & Executives
JOSHUA R COOK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4277525
- Ownership
- 75% or more
(646) 869-1519
ember.signal@capitalcapital.com
in linkedin.com/in/pathway-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,292,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,292,934 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,292,934
Public Funds:
27.3% Other:
36.5% Cash:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,297,992,639 | 27.3% |
| Other | $3,072,407,741 | 36.5% |
| Cash | $3,047,155,074 | 36.2% |
| Total | $8,417,555,454 | 100.0% |