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Home > Retirement Planners > connecticut > shelton > COOPER FINANCIAL SERVICES, INC.
COOPER FINANCIAL SERVICES, INC.
1000 Bridgeport Avenue
Suite 308
Shelton, Connecticut 06484
Tel: 203-248-1972
About COOPER FINANCIAL SERVICES, INC.
COOPER FINANCIAL SERVICES, INC, formally registered with the SEC as COOPER FINANCIAL SERVICES, INC. The firm was established in 05/15/1985. They have over 2 offices throughout the country.
COOPER FINANCIAL SERVICES, INC. is a Shelton, Connecticut based Financial Planning firm with nearly $170,512,440 assets under management, offering retirement planning & investment advisory services to 1684 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104671 |
| SEC# | 801-24288 |
| Assets Managed by Firm | $170,512,440 |
| No. of Clients | 1684 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1684 | $170,512,440 |
| Individuals (other than high net worth individuals) | 349 | $116,673,803 |
| High net worth individuals | 13 | $53,838,637 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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