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DAVID DE KOEKKOEK, CFP, EA
DE KOEKKOEK, DAVID GLENN
CRD 113080
12474 CENTRAL SUITE A, CHINO, CA, 91710-2603, United States
Phone
909-467-5433
Fax
909-467-5426
Registration
— (—)
Source
State registered
Total AUM
$78.6M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $23.3M |
| High net worth individuals | 32 | $54.3M |
| Charitable organizations | 4 | $430K |
| Corporations/business entities | 3 | $580K |
All web addresses on file
Official SEC filing: View on IAPD