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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix prime
- Established Date
- 02-13-2007
- Office Locations
- 1
Office Locations
About Cookson Financial, LLC
Cookson Financial, LLC is an independent RIA in Excelsior, MN providing portfolio management and investment planning for a select group of individuals, trusts, foundations, and endowments. The firm applies Modern Portfolio Theory with broadly diversified, low-correlation portfolios focused on managing risk, taxes, and retirement needs, and custodies client assets at Charles Schwab. It donates at least 5% of income from charitable accounts to other charities.
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Owner & Executives
MATTHEW LEONARD COOKSON
Managing Member, Partner
- CRD
- #2377820
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,680,116 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,680,116 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,680,116
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $79,911,800 | 9.3% |
| Public Funds | $255,202,200 | 29.7% |
| U.S. Government/Agency | $399,559,001 | 46.5% |
| Cash | $124,593,667 | 14.5% |
| Total | $859,266,668 | 100.0% |