DAVID DE KOEKKOEK, CFP, EA

Overview

David de Koekkoek, Cfp, Ea operates as an independent Registered Investment Advisor (RIA) and is structured as a sole proprietorship. The firm provides a range of financial services, including financial planning and portfolio management, primarily targeting individual and family clients, as well as institutional clients. David de Koekkoek, as the owner and principal advisor, also engages in business activities as an insurance broker and accountant. The firm employs a fee structure that includes hourly charges and fixed fees, allowing for flexibility in client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices