MC
MC

Michael Randolph Cook

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
134 clients
Average Client Portfolio
$569K average
Assets Under Management
$76.3M
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Location

4981 Cascade Road, Suite C, Grand Rapids, MI, 49546

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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

Michael is the President and Owner of Trendlogic, Inc. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Advisory Advocates LLC
February 2021 - Present · 5 yrs
Previous Registrations
Legacy Planning & Associates, INC.
January 2022 - May 2023 · 1 yr 4 mos
Legacy Planning & Associates, INC.
June 2019 - December 2021 · 2 yrs 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.