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Cook Financial Designs, Inc.

● SEC registered since 2024CRD 115241SEC# 801-129969Virginia Beach, VA
Export (members)
Reg. AUM
$142M
Employees
1
Accounts
524
Location
Virginia Beach, VA

Cook Financial Designs, Inc. assets under management

Cook Financial Designs, Inc. is an investment advisory firm registered with the SEC based in Virginia Beach, VA. The firm has been registered since 2024. It reports $142 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Cook Financial Designs, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Stephen Cook ControlPresident And Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Cook Financial Designs, Inc. manage?

Cook Financial Designs, Inc. reports $142 million in regulatory assets under management on its Form ADV.

How many employees does Cook Financial Designs, Inc. have?

Cook Financial Designs, Inc. reports 1 employees.

Where is Cook Financial Designs, Inc. located?

Cook Financial Designs, Inc. is based in Virginia Beach, VA and has been SEC-registered since 2024.

Does Cook Financial Designs, Inc. disclose fund performance?

Cook Financial Designs, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451
Phone757-498-4810
Fax757-498-4811
Office hours08:00-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$142M
Total (RAUM)$142M