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| Cooper/Haims Advisors LLC
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|---|---|
| CRD # | 124122 |
| SEC # | 801-61599 |
| CIK # | 0001654033 |
| AUM | 1,152.4 M (2026-04-06) |
| Employees | 19 (68% Investors, 5% Brokers) |
| Phone | 585-248-6400 |
| Address | 50 Square Drive Victor, NY 14564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001654033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Paychex Inc | 7.2 | ||
| Apple Inc | 5.8 | ||
| Amazon Com Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Nvidia Corp | 2.0 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Chevron Corp | 1.2 | ||
| Caterpillar Inc | 1.2 | ||
| Broadstone Net Lease Inc | 1.1 | ||
| Corning Inc /NY | 1.0 | ||
| Alphabet Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 83.2 |
| (b) Individuals (high net worth individuals) | 292 | 1,031.5 |
| (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 | 4 | 12.5 |
| (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 | 4 | 25.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,640 | 1,152.4 |
| By Discretionary | ||
| Discretionary | 1,640 | 1,152.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,640 | 1,152.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,152.4 | |
| Total | 1,640 | 1,152.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001654033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 1,156.2 M |
|
Kerberrose Wealth Management LLC
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|
WI | 1,155.2 M |
|
Third View Private Wealth LLC
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|
CT | 1,155.0 M |
|
Arkos Global Advisors LLC
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|
TX | 1,154.9 M |
|
CVFG LLC
✚
|
IN | 1,154.4 M |
|
Longview Wealth Management Inc
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|
GA | 1,153.6 M |
|
Aubrey Capital Management Limited
✚
|
1,152.0 M | |
|
AB2 Capital Partners LLC
✚
|
FL | 1,150.0 M |
|
Dean Capital Management LLC
✚
|
KS | 1,148.9 M |
|
Atlas Capital Advisors Inc
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|
CA | 1,148.6 M |