|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cooper Financial Group
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001214659 0001751581 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.1 | ||
| Nvidia Corp | 30.0 | ||
| Microsoft Corp | 29.0 | ||
| Amazon Com Inc | 24.8 | ||
| Broadcom Inc | 15.5 | ||
| Alphabet Inc | 11.0 | ||
| Tesla Motors Inc | 10.6 | ||
| Douglas Emmett Inc | 9.2 | ||
| CBTX Inc | 8.7 | ||
| Facebook Inc | 8.4 | ||
| Alphabet Inc | 5.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bill FEW Associates Inc
✚
|
PA | 2.6 |
|
Aprio Wealth Management LLC
✚
|
GA | 2.6 |
|
Oneascent Financial Services LLC
✚
|
AL | 2.6 |
|
Capital Counsel LLC
✚
|
NY | 2.6 |
|
Investment Consulting Group Inc
✚
|
IA | 2.6 |
|
Vicus Capital Inc
✚
|
PA | 2.6 |
|
Foster & Motley Inc
✚
|
OH | 2.5 |
|
Truwealth Advisors LLC
✚
|
LA | 2.5 |
|
TREK Financial LLC
✚
|
AZ | 2.5 |
|
Creative Financial Designs Inc
✚
|
IN | 2.5 |