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Philip Kent Cooke

CROSSOVER CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE FEDERAL STREET, BOSTON, MA 02110CRD# 1850607Firm CRD# 242798
01

About

Philip Kent Cooke is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CROSSOVER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CROSSOVER CAPITAL PARTNERS, LLC
CROSSOVER CAPITAL PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CROSSOVER CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1850607
Firm CRD# 242798
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Kent Cooke offer?
Philip Kent Cooke specializes in Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Philip Kent Cooke's credentials?
Philip Kent Cooke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Kent Cooke located?
Philip Kent Cooke is based in BOSTON, Massachusetts, working with CROSSOVER CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Philip Kent Cooke charge for services?
Philip Kent Cooke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSOVER CAPITAL PARTNERS, LLC?
CROSSOVER CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at CROSSOVER CAPITAL PARTNERS, LLC

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BOSTON, MA
Teymuraz Tkebuchava
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Research
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