Willliam
Cook

Arlington Partners LLC

CRD#7478211
Investment Advisor
in Birmingham, AL

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About this Advisor

William Cook is a financial advisor based in Birmingham, Alabama, working with Arlington Partners LLC. William has previously held positions at Arlington Partners, LLC, Ernst And Young, Oakworth Capital Bank, Bonaventure Capital, Vanderbilt University, and The Altamont School. William has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, William is part of Arlington Partners LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 12 employees. The firm manages assets totaling $1.3 billion. The services offered by the firm include portfolio management for pooled investment vehicles and the selection of other advisers. The fee structure at Arlington Partners LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

The John Hand Building 2000 Morris Avenue, Suite 1300
Birmingham, AL 35203

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Arlington Partners LLC Brokerage Details

Total Assets Under Management

$1,340,641,610

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

25

AL Average: 1,560
Average Account Size

$53,625,664

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Willliam Cook Work History

2020 - Present (5 years)

Arlington Partners, LLC

2019 - 2020 (1 year)

Ernst And Young

2018 - 2018 (< 1 year)

Ernst And Young

2017 - 2017 (< 1 year)

Oakworth Capital Bank

2016 - 2016 (< 1 year)

Bonaventure Capital

2015 - 2019 (4 years)

Vanderbilt University

2011 - 2015 (4 years)

The Altamont School

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Disclosures

Please visit the SEC profile of Willliam Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arlington Partners LLC

John Lueken
Franklin, TN
Charles Brand
Birmingham, AL
William Levant
Birmingham, AL
Jordan Cherry
Birmingham, AL
Willliam Cook
Birmingham, AL
Kenneth Polk
Birmingham, AL
Stephen Rowe
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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