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COOK & ASSOCIATES
COOK, MATTHEW PAUL
CRD 154829
2050 LIVERNOIS RD, SUITE B, TROY, MI, 48083, United States
Phone
248-530-4555
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.5M
Discretionary AUM
$66.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS MONITORED
Org form
Sole Proprietorship
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $22.7M |
| High net worth individuals | 25 | $43.0M |
| Charitable organizations | 1 | $866K |
All web addresses on file
Official SEC filing: View on IAPD