Herrmann & Cooke Wealth Management

Trust Score 94%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Herrmann & Cooke Wealth Management, federally 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 $338.5 million and provides investment advisory services for 543 clients (1:136 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $623,338
Hybrid Advisor No
Disciplinary History No
Total AUM $338.5 million
Advisor / Client Ratio 1:136
Headquarters Danville, CA
SEC Filings Forms and Brochures    (CRD # 110722)
State(s) Registered AZ, CA, NV, OR, TX, WA

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