DC
DC

Douglas Anders Cook

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
371 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$406.0M

Fee Structure

Minimum Investment:$100K
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Location

7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302

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History

Regulatory 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.

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Other Business Activities

Douglas is a principal real estate investor through CGT Enterprises since 2016. This takes about 10-20% of his time.

Employment History
Current Registrations
M1 Capital Management LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2015 - May 2023 · 8 yrs 2 mos
Charles Schwab & CO., INC.Broker
March 2015 - May 2023 · 8 yrs 2 mos
Strategic Advisers, INC.
June 2012 - May 2014 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
March 2011 - May 2014 · 3 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Douglas Anders Cook - Financial Advisor | TrueAdvisor