Cook David & Associates Inc (Duluth)

Name: Cook David & Associates Inc
Address: 4229 Pleasant Hill Road, Duluth, GA, 30096
Telephone: 770-622-9937

Cook David & Associates Inc is a large advisory firm based in Duluth. It manages $118.14 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Florida, Georgia, and 3 other states.

Cook David & Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cook David & Associates: assets under management

The assets under management (AUM) of Cook David & Associates Inc is $118.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $118.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.27 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cook David & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cook David & Associates Inc

Cook David & Associates Inc is owned by Scott Garrett Cook. Sean Cook joined the executive team most recently as the Owner / President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean Cook	Owner / president	1 Nov 2000	50% - 75%	3189189
Scott Garrett Cook	Owner	1 Nov 2000	50% - 75%	4347743

Based in Duluth

The principal office where Cook David & Associates Inc performs its advisory services is located at 4229 Pleasant Hill Road, Duluth, GA 30096, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-622-9937 or by fax 770-622-9957. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.dca-global.com.