Overview
Assets Under Management: $248 million
Headquarters: ENCINITAS, CA
High-Net-Worth Clients: 4
Average Client Assets: $50 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.40
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 305121
Filing ID: 1936812
Last Filing Date: 2025-03-13 16:26:00
Website: https://coopercapgroup.com