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Carolbeth Cook

THE MAIN STREET GROUP, LTD·GLEN ALLEN, Virginia
Unclaimed Profile
4510 COX ROAD, GLEN ALLEN, VA 23060CRD# 5850507Firm CRD# 175502
01

About

Carolbeth Cook is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with THE MAIN STREET GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
THE MAIN STREET GROUP, LTD
THE MAIN STREET GROUP
AUM
$325M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5850507
Firm CRD# 175502
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carolbeth Cook offer?
Carolbeth Cook specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Carolbeth Cook's credentials?
Carolbeth Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolbeth Cook located?
Carolbeth Cook is based in GLEN ALLEN, Virginia, working with THE MAIN STREET GROUP, LTD. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Carolbeth Cook charge for services?
Carolbeth Cook's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MAIN STREET GROUP, LTD?
THE MAIN STREET GROUP, LTD has approximately 13 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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