National Retirement Planning Experts

National Coverage
Local Professionals

COOPER MCMANUS

9870 Research Drive
Irvine, California 92618
Tel: 800-516-5333

Need a Financial Advisor?
Compare Vetted Advisors

About COOPER MCMANUS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#111458
SEC#801-61944
Assets Managed by Firm$2,560,714,584
No. of Clients6372
No. of Advisors52

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR/REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total6372$2,560,714,584
Individuals (other than high net worth individuals)2623$883,135,291
High net worth individuals449$1,416,568,668
Pension and profit sharing plans100$54,720,266
Charitable organizations16$7,178,618
Corporations or other businesses50$199,111,741

More Retirement Planning firms in Irvine, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Irvine, California