The Cook Company, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 108889
- Website
- attcook.com
- Custodians
- UMB FINANCIAL SERVICES, INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.36%
- Individuals20.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Cook Company, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. The business uses a percentage-of-assets fee model and is owned by an individual principal. The firm is registered to do business in California and Colorado.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Timothy Cook
Principal OfficerCRD 5997860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6161 S Syracuse Way
- Time zone
- MT (UTC-7)
- Office locations
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