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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About THE Cook Company, LLC
The Cook Company, LLC is an independent, Denver-based RIA (registered since 1987) serving individuals and families with long-term financial planning and investment advising, with an emphasis on retirement-focused portfolio construction and diversification. The firm is a fiduciary, fee-based advisor paid directly by clients, and also supports estate/asset protection planning with insurance solutions (Colorado only) while coordinating with CPAs and attorneys; custodies include Schwab.
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Owner & Executives
TIMOTHY M. M. COOK
Advisor
- CRD
- #5997860
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,276,621 | -- |
| Total | $39,276,621 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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