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Kimberly Marie Cooke

HERRMANN & COOKE, INC.·DANVILLE, California
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370 DIABLO ROAD, DANVILLE, CA 94526-3438CRD# 6317007Firm CRD# 110722
01

About

Kimberly Marie Cooke is a registered financial advisor based in DANVILLE, California, affiliated with HERRMANN & COOKE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HERRMANN & COOKE, INC.
HERRMANN & COOKE WEALTH MANAGEMENT
AUM
$493M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HERRMANN & COOKE, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: 3RD PARTY MANAGEMENT FEES (EDELMAN MANAGED ASSET PROGRAM)
Regulatory
SEC/IARD CRD# 6317007
Firm CRD# 110722
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Marie Cooke offer?
Kimberly Marie Cooke specializes in Financial Planning, Investment Management. Contact their office in DANVILLE, California for a consultation.
What are Kimberly Marie Cooke's credentials?
Kimberly Marie Cooke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Marie Cooke located?
Kimberly Marie Cooke is based in DANVILLE, California, working with HERRMANN & COOKE, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Kimberly Marie Cooke charge for services?
Kimberly Marie Cooke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 3rd party management fees (edelman managed asset program). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERRMANN & COOKE, INC.?
HERRMANN & COOKE, INC. has approximately 10 employees and manages $493M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Mitchell Landress — SLRA, INC.Scot D Marsh — SLRA, INC.Robert Joseph Lucia — ANDREWS, LUCIA WEALTH MANAGEMENT LLCDavid Paul Herrmann — HERRMANN & COOKE, INC.Douglas Andrew Goldberg — ANDREA EVERETT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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