COOPER/HAIMS ADVISORS, LLC

50 Square Drive
Suite 210
Victor, New York 14564
Tel: 585-248-6400

About COOPER/HAIMS ADVISORS, LLC

COOPER/HAIMS ADVISORS, LLC, formally registered with the SEC as COOPER/HAIMS ADVISORS, LLC. The firm was established in 11/29/2002. They have over 1 offices throughout the country.

COOPER/HAIMS ADVISORS, LLC is a Victor, New York based Financial Planning firm with nearly $852,596,326 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124122
SEC#	801-61599
Assets Managed by Firm	$852,596,326
No. of Clients	487
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed 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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	487	$852,596,326
Individuals (other than high net worth individuals)	211	$53,488,402
High net worth individuals	268	$762,657,467
Charitable organizations	Fewer than 5 clients	$11,820,793
Corporations or other businesses	Fewer than 5 clients	$24,629,664

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