David De Koekkoek, Cfp, Ea
David De Koekkoek, Cfp, Ea (CRD# 113080) is a financial advisory firm headquartered in Ontario, CA. They manage $55,116,266 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management55MILLION
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Total Number of Accounts148ACCOUNTS
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Average Account Value$372,407
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at David De Koekkoek, Cfp, Ea
1
David Dekoekkoek (CRD# 1898457) is an Investment Advisor Representative working at David De Koekkoek, Cfp, Ea in Ontario, CA and has over 22 years of experience in the finance industry.
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