COOPER CAPITAL GROUP

280 N Coast Highway 101
Encinitas, California 92024
Tel: 760-452-6114

About COOPER CAPITAL GROUP

COOPER CAPITAL GROUP, formally registered with the SEC as COOPER CAPITAL GROUP. The firm was established in 08/16/2019. They have over 1 offices throughout the country.

COOPER CAPITAL GROUP is a Encinitas, California based Financial Planning firm with nearly $202,951,995 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305121
SEC#	801-117210
Assets Managed by Firm	$202,951,995
No. of Clients	441
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	441	$202,951,995
Individuals (other than high net worth individuals)	135	$32,495,267
High net worth individuals	47	$163,654,608
Pension and profit sharing plans	Fewer than 5 clients	$495,852
Charitable organizations	Fewer than 5 clients	$809,212
Other investment advisers	Fewer than 5 clients	$92,930
Corporations or other businesses	Fewer than 5 clients	$5,404,126

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