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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cooper Financial Group
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| CRD # | 111458 |
| SEC # | 801-61944 |
| CIK # | 0001214659, 0001751581 |
| AUM | $2.6 B (2025-05-20) |
| Employees | 52 (85% Investors, 90% Brokers) |
| Phone | 800-516-5333 |
| Address | 9870 Research Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.1 | ||
| Nvidia Corp | 30.0 | ||
| Microsoft Corp | 29.0 | ||
| Amazon Com Inc | 24.8 | ||
| Broadcom Inc | 15.5 | ||
| Alphabet Inc | 11.0 | ||
| Tesla Motors Inc | 10.6 | ||
| Douglas Emmett Inc | 9.2 | ||
| CBTX Inc | 8.7 | ||
| Facebook Inc | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,623 | 0.9 |
| (b) Individuals (high net worth individuals) | 449 | 1.4 |
| (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 | 100 | 0.1 |
| (h) Charitable organizations | 16 | 0.0 |
| (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 | 50 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,372 | 2.6 |
| By Discretionary | ||
| Discretionary | 6,372 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,372 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 6,372 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001751581] |
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