Herrmann & Cooke

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3020 Old Ranch Pkwy Ste 100, Seal Beach,...

Phone Number

(925) 831-0200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Herrmann & Cooke

Herrmann & Cooke is an experienced team of investment advisors and financial planners, located in Danville, California.Explore more
Herrmann & Cooke's Social MediaPopular SearchesHerrmann & Cooke IncHerrmann & CookeHerrmann & Cooke Wealth ManagementHerrmann & Cooke Wealth Management IncHerrmann Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Herrmann & Cooke Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Herrmann & Cooke

<$5M
1-10
Private
-
1985
JB
Jennifer BaylissClient Service Representative
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
-
SA
Sam AbrahamManager, 401k
<$5M
1-10
Private
-
2017
JS
John SantChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Herrmann & Cooke is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Herrmann & Cooke is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Herrmann & Cooke.

Herrmann & Cooke Tech Stack

A closer look at the technologies used by Herrmann & Cooke

Herrmann & Cooke News & Media

  • Edelman Financial Engines Acquires RIA Herrmann & Cooke

    BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning and investment advisory firm,1 announced today the acquisition of Herrmann & Cooke Wealth Management, a fiduciary Registered Investment Advisor that provides a comprehensive suite of financial and wealth management services. Headquartered in Danville, Calif., Herrmann & Cooke manages over $490 million for approximately 600 clients,2 providing financial planning, retirement planning, inves
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Frequently Asked Questions Regarding Herrmann & Cooke

What is Herrmann & Cooke's official website?
Herrmann & Cooke's official website is www.herrmanncooke.com
What is Herrmann & Cooke's Revenue?
Herrmann & Cooke's revenue is <$5 Million
What is Herrmann & Cooke's SIC code?
Herrmann & Cooke's SIC: 62,628
What is Herrmann & Cooke's NAICS code?
Herrmann & Cooke's NAICS: 52,523
How many employees does Herrmann & Cooke have?
Herrmann & Cooke has 1-10 employees
What industry does Herrmann & Cooke belong to?
Herrmann & Cooke is in the industry of: Finance, Securities Trading
What is Herrmann & Cooke competition?
Herrmann & Cooke top competitors include: Covenant Wealth Advisors, Abraham Financial Planning, Sterling Total Wealth Solutions, Kassouf Wealth Advisors
What companies has Herrmann & Cooke acquired?
Herrmann & Cooke has acquired the companies: PRW Wealth Management, New England Pension Plan Systems, Hasenberg Financial Group, Smart Investor
What technology does Herrmann & Cooke use?
Some of the popular technologies that Herrmann & Cooke uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact Herrmann & Cooke?
Herrmann & Cooke contact info: Phone number: (925) 831-0200 Website: www.herrmanncooke.com
What does Herrmann & Cooke do?

Herrmann & Cooke is an experienced team of investment advisors and financial planners, located in Danville, California.... Read More

What are Herrmann & Cooke social media links?
Herrmann & Cooke Linkedin page Herrmann & Cooke Twitter page Herrmann & Cooke Facebook page
Is Herrmann & Cooke a public company?
Herrmann & Cooke is private company therefore does not currently have an official ticker symbol
See more information about Herrmann & Cooke

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