Matthew Paul Cook
Advisor at Cook & Associates — Troy, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
22 years
Location
Troy, MI 48083
Cook & Associates
Independent
Total advisors
1Clients per advisor
89 Very HighAvg AUM per client
$737,970 HighHNW client ratio
28% TypicalMatthew Cook is a CFA® charterholder and Series 63 registered advisor with 21 years of industry experience. He has been the principal of Cook & Associates since 2010 and has also been affiliated with LPL Financial LLC since 2009. Outside of his advisory role, he owns an insurance agency specializing in non-variable life insurance. Cook & Associates is an independent registered investment adviser managing approximately $56.6 million for about 89 clients. The firm provides individualized portfolio management and manager-selection services primarily to individuals, including high-net-worth clients, and certain charitable organizations, focusing on long-term investment strategies based on fundamental analysis and asset allocation.
$0 - $1,000,000: Up to 1.25% $1,000,000+: Up to 1.15%
Account minimum: $100,000
Troy, MI
2050 Livernois Rd, Ste B
Troy MI 48083
Advisors at this office
1
Michigan
22 years of industry experience
Cook & Associates
2010 - Present • 16 years
Troy, MI
LPL Financial
2009 - Present • 17 years
Troy, MI
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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