|
⚲
|
| Cooperative Funeral Fund Inc
✚
| |
|---|---|
| CRD # | 107631 |
| SEC # | 801-35190 |
| CIK # | |
| AUM | $694.4 MM (2024-03-27) |
| Employees | 20 (10% Investors, 0% Brokers) |
| Phone | 800-336-1102 |
| Address | 74 Boston Post Road Madison, CT 06443 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1,209 | 694.4 |
| Total | 1,209 | 694.4 |
| By Discretionary | ||
| Discretionary | 1,209 | 694.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,209 | 694.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 694.4 | |
| Total | 1,209 | 694.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Partners in Financial Planning LLC
✚
|
VA | 0.7 |
|
RPG Investment Advisory LLC
✚
|
CA | 0.7 |
|
The Family Firm Inc
✚
|
MD | 0.7 |
|
Asset Management Group Inc
✚
|
CT | 0.7 |
|
CMH Wealth Management LLC
✚
|
NH | 0.7 |
|
South Street Advisors LLC
✚
|
NY | 0.7 |
|
Shulman Demeo Asset Management LLC
✚
|
NY | 0.7 |
|
McMillan Office Inc
✚
|
MI | 0.7 |
|
Fagan Associates Inc
✚
|
NY | 0.7 |
|
Cullen Investment Group Ltd
✚
|
LA | 0.7 |