David Cook & Associates Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

David Cook & Associates Inc ✚
CRD #	108747
SEC #	801-32023
CIK #
AUM
Employees	6 (67% Investors, 0% Brokers)
Phone	770-622-9937
Address	Five Concourse Parkway Atlanta, GA 30328
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	44	12.0
(b) Individuals (high net worth individuals)	124	254.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	3	13.1
(g) Pension and profit sharing plans	0	20.7
(h) Charitable organizations	0	4.8
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	3.7
(n) Other	0	0.0
Total	539	309.2
By Discretionary
Discretionary	531	305.6
Non-Discretionary	8	3.6
Total	539	309.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		309.2
Total	539	309.2

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