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Herrmann & Cooke Wealth Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Herrmann & Cooke Wealth Management, registered in 1987, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 4 advisors. Herrmann & Cooke Wealth Management manages $293.5 million and provides investment advisory services for 554 clients (1:139 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 19
Minimum Investment $100,000
Average Client Balance $529,845
Total AUM $293.5 million
Advisor / Client Ratio 1:139
Headquarters Danville, CA
SEC Filings View SEC IAPD CRD #110722
State(s) Registered AZ, CA, NV, OR, TX, WA


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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