Mogul Wealth Management, Inc.

Mogul Wealth Management, Inc. (CRD# 144711) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $16,125,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $248,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mogul Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Phillip E. Cook
CRD#: 804885
818 Manhattan Beach Boulevard, Suite 200, Manhattan Beach, CA 90266
96
Wealthminder
score

Phillip Cook (CRD# 804885) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 11 years of experience in the finance industry. Phillip Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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