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| Cooper Financial Group
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|---|---|
| CRD # | 111458 |
| SEC # | 801-61944 |
| CIK # | 0001751581, 0001214659 |
| AUM | $1.6 BB (2024-08-13) |
| Employees | 49 (78% Investors, 88% Brokers) |
| Phone | 800-516-5333 |
| Address | 9870 Research Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 30.4 | |
| MSFT | 1,918,222.4 | 22.3 | |
| AMZN | 1,092,997.8 | 19.2 | |
| NVDA | 399,550.0 | 16.8 | |
| GOOGL | 1,475,138.5 | 10.5 | |
| TSLA | 723,390.3 | 10.1 | |
| DEI | 4,006.1 | 8.2 | |
| AVGO | 201,282.9 | 7.1 | |
| GOOG | 1,482,566.4 | 4.8 | |
| PG | 338,108.9 | 4.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,888 | 605.4 |
| (b) Individuals (high net worth individuals) | 355 | 801.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 41.8 |
| (h) Charitable organizations | 16 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 118.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,577 | 1,575.1 |
| By Discretionary | ||
| Discretionary | 4,577 | 1,575.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,577 | 1,575.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,575.1 | |
| Total | 4,577 | 1,575.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001751581] |
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