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RIA · CRD 113080State-Registered Investment Adviser

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David De Koekkoek, CFP, EA

DAVID DE KOEKKOEK, CFP, EA is a state-registered investment adviser in CHINO, CA. The firm manages approximately $71 million in regulatory assets.

Overview

DAVID DE KOEKKOEK, CFP, EA is a state-registered investment adviser in CHINO, CA. The firm manages approximately $71 million in regulatory assets. It has 2 employee and 1 investment adviser.

General information

Principals

David De Koekkoek

Founder and Principal

Sector focus

Wealth ManagementTax PlanningFinancial Planning

Frequently asked questions

Is David De Koekkoek or state?

The firm is registered as a state-level investment adviser, given solo practitioner size. It files Form ADV with regulators per public disclosure. The EA credential also means representation rights before the IRS.

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