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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cooperative Funeral Fund Inc
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|---|---|
| CRD # | 107631 |
| SEC # | 801-35190 |
| CIK # | |
| AUM | $710.7 M (2025-02-26) |
| Employees | 20 (10% Investors, 0% Brokers) |
| Phone | 800-336-1102 |
| Address | 74 Boston Post Road Madison, CT 06443 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1,209 | 710.7 |
| Total | 1,209 | 710.7 |
| By Discretionary | ||
| Discretionary | 1,209 | 710.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,209 | 710.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 710.7 | |
| Total | 1,209 | 710.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Storge Partners Economic Studies LLC
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|
FL | 0.7 |
|
Lighthouse Wealth Strategies LLC
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|
WA | 0.7 |
|
The Advocate Group LLC
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|
MN | 0.7 |
|
Firestone Capital Management Inc
✚
|
FL | 0.7 |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
✚
|
CA | 0.7 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.7 |
|
Jeppson Wealth Management LLC
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|
CA | 0.7 |
|
Valicenti Advisory Services Inc
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|
NY | 0.7 |