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COOK STREET CONSULTING, INC.

GREENWOOD VILLAGE, CO · CRD 112829 · IAPD ↗ · cookstreetconsulting.com · 303-333-7770

$7.08BRegulatory AUM
31Advisory reps
38Employees
240Clients
n/aPlanning clients
0Private funds
9States
12Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
August 2024 — COOK STREET CONSULTING, INC. (GREENWOOD VILLAGE, CO) left the SEC roster (was $7.08B RAUM, 31 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — COOK STREET CONSULTING, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — COOK STREET CONSULTING, INC. reported RAUM up 32% ($5.35B -> $7.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
39
February 2024 — COOK STREET CONSULTING, INC. notice-filed in MO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.