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| Keyboard |
| Cooper Financial Services Inc
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|---|---|
| CRD # | 104671 |
| SEC # | 801-24288 |
| CIK # | |
| AUM | 184.1 M (2026-05-26) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 203-248-1972 |
| Address | 1000 Bridgeport Avenue Shelton, CT 06484 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenway Wealth Advisors LLC
✚
|
NC | 184.5 M |
|
Storgate LLC
✚
|
184.5 M | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |
|
High Pines Wealth Management LLC
✚
|
MA | 184.0 M |
|
Alpenglobal Capital LLC
✚
|
184.0 M | |
|
Shotwell Rutter Baer Inc
✚
|
MI | 183.9 M |
|
Brazos Wealth Advisors LLC
✚
|
TX | 183.7 M |