Matthew Cook
Advisor at Cook & Associates
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.
Advisor at Cook & Associates
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.
Firm
Cook & Associates
Location
Troy, MI 48083
Credentials
CFA®, Series 63
Industry experience
21 years
Matthew 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
2050 Livernois Rd, Ste B
Troy, MI 48083
Michigan
Cook & Associates
2010 - Present (16 years)
LPL Financial
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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