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COOK FINANCIAL, LLC
CRD 326989
617 N VERNAL AVE, EAST SUITE, VERNAL, UT, 84078, United States
Phone
435-630-5900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $4.3M |
| High net worth individuals | 5 | $1.8M |
| Corporations/business entities | 2 | $178K |
All web addresses on file
Official SEC filing: View on IAPD