Overview
Assets Under Management: $196 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
COOPER FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104671), COOPER FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
COOPER FINANCIAL SERVICES, INC. is headquartered in SHELTON, CT.
COOPER FINANCIAL SERVICES, INC. serves 51 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, COOPER FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COOPER FINANCIAL SERVICES, INC. manages $196 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, COOPER FINANCIAL SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,637
Discretionary Accounts: 1,637
Regulatory Filings
CRD Number: 104671
Filing ID: 2025520
Last Filing Date: 2025-11-04 11:11:28
Website: 0