Cooper Financial Services Inc

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Assets, Funds, Holdings

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Cooper Financial Services Inc
CRD #104671
SEC #801-24288
CIK #
AUM 184.1 M (2026-05-26)
Employees 3 (67% Investors, 100% Brokers)
Phone203-248-1972
Address1000 Bridgeport Avenue
Shelton, CT 06484
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
90072054036018001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,284 72.2
(b) Individuals (high net worth individuals) 51 111.9
(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 0 0.0
(h) Charitable organizations 0 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 0 0.0
(n) Other 0 0.0
Total 1,576 184.1
By Discretionary
Discretionary 1,576 184.1
Non-Discretionary 0 0.0
Total 1,576 184.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 184.1
Total 1,576 184.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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