COOPER MCMANUS

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

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 Status	Approved
Firm CRD#	111458
SEC#	801-61944
Assets Managed by Firm	$2,560,714,584
No. of Clients	6372
No. of Advisors	52

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 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

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