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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cooper/Haims Advisors LLC
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|---|---|
| CRD # | 124122 |
| SEC # | 801-61599 |
| CIK # | 0001654033 |
| AUM | $939.2 M (2025-07-08) |
| Employees | 18 (67% Investors, 6% Brokers) |
| Phone | 585-248-6400 |
| Address | 50 Square Drive Victor, NY 14564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Paychex Inc | 10.7 | ||
| Apple Inc | 5.0 | ||
| Kennametal Inc | 3.9 | ||
| Microsoft Corp | 3.4 | ||
| Amazon Com Inc | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Broadstone Net Lease Inc | 1.2 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.9 | ||
| Chevron Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 65.6 |
| (b) Individuals (high net worth individuals) | 270 | 837.6 |
| (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 | 12.2 |
| (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 | 23.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,501 | 939.2 |
| By Discretionary | ||
| Discretionary | 1,501 | 939.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,501 | 939.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 939.2 | |
| Total | 1,501 | 939.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001654033] |
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