PN
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
558 clients
Average Client Portfolio
$165K average
Assets Under Management
$92.1M
Areas of Practice
Investment Management
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Advisor Information
Office location
116 South 8th Street, Colorado Springs, CO, 80905
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Advisers Investment Management, INC.
December 2000 - Present · 25 yrs 1 mo
State Registrations3 states
COOKTX
Advisor
Exams
No exam information available for this advisor.