9870 Research Drive
Irvine, California 92618
Tel: 800-516-5333
COOPER MCMANUS, formally registered with the SEC as COOPER MCMANUS. The firm was established in 04/07/2003. They have over 24 offices throughout the country.
COOPER MCMANUS is a Irvine, California based Financial Planning firm with nearly $2,560,714,584 assets under management, offering retirement planning & investment advisory services to 6372 clients. The firm is staffed with 52 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111458 |
SEC# | 801-61944 |
Assets Managed by Firm | $2,560,714,584 |
No. of Clients | 6372 |
No. of Advisors | 52 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6372 | $2,560,714,584 |
Individuals (other than high net worth individuals) | 2623 | $883,135,291 |
High net worth individuals | 449 | $1,416,568,668 |
Pension and profit sharing plans | 100 | $54,720,266 |
Charitable organizations | 16 | $7,178,618 |
Corporations or other businesses | 50 | $199,111,741 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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