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COOK FINANCIAL DESIGNS, INC.
CRD 115241 · SEC 801-129969
1060 LASKIN ROAD, SUITE 25B, VIRGINIA BEACH, VA, 23451, United States
Phone
757-498-4810
Fax
757-498-4811
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $62.3M |
| High net worth individuals | 47 | $110.1M |
States served
LA, MA, NC, VA, TX
Official SEC filing: View on IAPD