HERRMANN & COOKE, INC.

HERRMANN & COOKE WEALTH MANAGEMENT
DANVILLE, California·2 registered advisors·CRD# 110722
SEC# 801-311150925-831-0200
01

Firm Overview

AUM
$493M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: 3RD PARTY MANAGEMENT FEES (EDELMAN MANAGED ASSET PROGRAM)
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERRMANN & COOKE, INC.

2 registered advisors
David Paul Herrmann
DANVILLE, California
Jason Michael Cooke
DANVILLE, California
05

Office Locations

DANVILLE, California
2 advisors

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Data sourced from SEC Form ADV filings. HERRMANN & COOKE, INC. (CRD# 110722) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.