COOK FINANCIAL, LLC

COOK FINANCIAL, LLC of VERNAL, UT is an SEC-registered investment adviser (CRD 326989). Regulatory assets under management: $6.3M.

Registration

• CRD: 326989
• Type: Registered investment adviser
• Location: 617 N VERNAL AVE, VERNAL, UT, 84078
• Phone: 435-630-5900
• Latest filing: 2026-02-23
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search