HERRMANN & COOKE, INC.
Legal name: HERRMANN & COOKE WEALTH MANAGEMENT
CRD #110722 SEC #801-31115 DANVILLE, CA 925-831-0200
SEC Registered
Total AUM
$492.8M
Discretionary
$490.6M
Employees
10
Clients
--
Accounts
1,440
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $492.8M | $490.6M | $2.2M | 10 | 0 |
| Sep 2021 | $390.4M | $388.1M | $2.3M | 9 | 0 |
| Mar 2021 | $390.4M | $388.1M | $2.3M | 9 | 0 |
| Jun 2020 | $293.5M | $291.6M | $1.9M | 9 | 0 |
| Mar 2020 | $293.5M | $291.6M | $1.9M | 9 | 0 |
| Mar 2019 | $338.5M | $336.3M | $2.1M | 8 | 0 |
| Mar 2018 | $352.5M | $350.3M | $2.2M | 8 | 0 |
| Mar 2017 | $324.9M | $322.8M | $2.1M | 8 | 500 |
| Mar 2016 | $292.4M | $290.5M | $2M | 7 | 500 |
| Dec 2015 | $297.7M | $295.7M | $2.1M | 8 | 500 |
| Nov 2015 | $297.7M | $295.7M | $2.1M | 8 | 500 |
| Mar 2015 | $297.7M | $295.7M | $2.1M | 8 | 500 |
| Apr 2014 | $309.8M | $307.8M | $2M | 8 | 500 |
| Mar 2014 | $309.8M | $307.8M | $2M | 8 | 500 |
| Nov 2013 | $282.1M | $280.1M | $1.9M | 10 | 500 |
| May 2013 | $282.1M | $280.1M | $1.9M | 10 | 500 |
| Mar 2013 | $282.1M | $280.1M | $1.9M | 8 | 500 |
| Nov 2012 | $264.1M | $261.9M | $2.2M | 8 | 500 |
| May 2012 | $264.1M | $261.9M | $2.2M | 6 | 500 |
| Mar 2012 | $264.1M | $261.9M | $2.2M | 6 | 500 |
| Dec 2011 | $259.4M | $257.6M | $1.8M | 6 | 500 |
| Dec 2011 | $259.4M | $257.6M | $1.8M | 6 | 500 |
| Apr 2011 | $259.4M | $257.6M | $1.8M | 10 | -- |
| Mar 2011 | $259.4M | $257.6M | $1.8M | 10 | -- |
| Feb 2009 | $176M | $175.1M | $887.7K | 10 | -- |
| Mar 2008 | $261.6M | $260.3M | $1.3M | 10 | -- |
| Mar 2007 | $253.6M | $252.7M | $947.9K | 10 | -- |
| Mar 2006 | $237.5M | $236.6M | $923K | 10 | -- |
| Jan 2006 | $240M | $229M | $11M | 10 | -- |
| Jan 2006 | $240M | $229M | $11M | 10 | -- |
| Jan 2006 | $240M | $229M | $11M | 10 | -- |
| May 2004 | $204.9M | $204.1M | $783.1K | 10 | -- |
| Apr 2004 | $204.9M | $204.1M | $783.1K | 10 | -- |
| Apr 2004 | $204.9M | $204.1M | $783.1K | 10 | -- |
| Apr 2004 | $204.9M | $204.1M | $783.1K | 10 | -- |
| Dec 2003 | $163.8M | $163.3M | $533.4K | 5 | -- |
| Oct 2001 | $158M | $150M | $8M | 5 | -- |
DateMar 2022
Total AUM$492.8M
Discretionary$490.6M
Non-Disc.$2.2M
Employees10
Clients0
DateSep 2021
Total AUM$390.4M
Discretionary$388.1M
Non-Disc.$2.3M
Employees9
Clients0
DateMar 2021
Total AUM$390.4M
Discretionary$388.1M
Non-Disc.$2.3M
Employees9
Clients0
DateJun 2020
Total AUM$293.5M
Discretionary$291.6M
Non-Disc.$1.9M
Employees9
Clients0
DateMar 2020
Total AUM$293.5M
Discretionary$291.6M
Non-Disc.$1.9M
Employees9
Clients0
DateMar 2019
Total AUM$338.5M
Discretionary$336.3M
Non-Disc.$2.1M
Employees8
Clients0
DateMar 2018
Total AUM$352.5M
Discretionary$350.3M
Non-Disc.$2.2M
Employees8
Clients0
DateMar 2017
Total AUM$324.9M
Discretionary$322.8M
Non-Disc.$2.1M
Employees8
Clients500
DateMar 2016
Total AUM$292.4M
Discretionary$290.5M
Non-Disc.$2M
Employees7
Clients500
DateDec 2015
Total AUM$297.7M
Discretionary$295.7M
Non-Disc.$2.1M
Employees8
Clients500
DateNov 2015
Total AUM$297.7M
Discretionary$295.7M
Non-Disc.$2.1M
Employees8
Clients500
DateMar 2015
Total AUM$297.7M
Discretionary$295.7M
Non-Disc.$2.1M
Employees8
Clients500
DateApr 2014
Total AUM$309.8M
Discretionary$307.8M
Non-Disc.$2M
Employees8
Clients500
DateMar 2014
Total AUM$309.8M
Discretionary$307.8M
Non-Disc.$2M
Employees8
Clients500
DateNov 2013
Total AUM$282.1M
Discretionary$280.1M
Non-Disc.$1.9M
Employees10
Clients500
DateMay 2013
Total AUM$282.1M
Discretionary$280.1M
Non-Disc.$1.9M
Employees10
Clients500
DateMar 2013
Total AUM$282.1M
Discretionary$280.1M
Non-Disc.$1.9M
Employees8
Clients500
DateNov 2012
Total AUM$264.1M
Discretionary$261.9M
Non-Disc.$2.2M
Employees8
Clients500
DateMay 2012
Total AUM$264.1M
Discretionary$261.9M
Non-Disc.$2.2M
Employees6
Clients500
DateMar 2012
Total AUM$264.1M
Discretionary$261.9M
Non-Disc.$2.2M
Employees6
Clients500
DateDec 2011
Total AUM$259.4M
Discretionary$257.6M
Non-Disc.$1.8M
Employees6
Clients500
DateDec 2011
Total AUM$259.4M
Discretionary$257.6M
Non-Disc.$1.8M
Employees6
Clients500
DateApr 2011
Total AUM$259.4M
Discretionary$257.6M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2011
Total AUM$259.4M
Discretionary$257.6M
Non-Disc.$1.8M
Employees10
Clients--
DateFeb 2009
Total AUM$176M
Discretionary$175.1M
Non-Disc.$887.7K
Employees10
Clients--
DateMar 2008
Total AUM$261.6M
Discretionary$260.3M
Non-Disc.$1.3M
Employees10
Clients--
DateMar 2007
Total AUM$253.6M
Discretionary$252.7M
Non-Disc.$947.9K
Employees10
Clients--
DateMar 2006
Total AUM$237.5M
Discretionary$236.6M
Non-Disc.$923K
Employees10
Clients--
DateJan 2006
Total AUM$240M
Discretionary$229M
Non-Disc.$11M
Employees10
Clients--
DateJan 2006
Total AUM$240M
Discretionary$229M
Non-Disc.$11M
Employees10
Clients--
DateJan 2006
Total AUM$240M
Discretionary$229M
Non-Disc.$11M
Employees10
Clients--
DateMay 2004
Total AUM$204.9M
Discretionary$204.1M
Non-Disc.$783.1K
Employees10
Clients--
DateApr 2004
Total AUM$204.9M
Discretionary$204.1M
Non-Disc.$783.1K
Employees10
Clients--
DateApr 2004
Total AUM$204.9M
Discretionary$204.1M
Non-Disc.$783.1K
Employees10
Clients--
DateApr 2004
Total AUM$204.9M
Discretionary$204.1M
Non-Disc.$783.1K
Employees10
Clients--
DateDec 2003
Total AUM$163.8M
Discretionary$163.3M
Non-Disc.$533.4K
Employees5
Clients--
DateOct 2001
Total AUM$158M
Discretionary$150M
Non-Disc.$8M
Employees5
Clients--