Overview
Assets Under Management: $200 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 49
Average Client Assets: $3.5 million
Frequently Asked Questions
COOPER LAPMAN FINANCIAL, LLC 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 #149971), COOPER LAPMAN FINANCIAL, LLC is subject to fiduciary duty under federal law.
COOPER LAPMAN FINANCIAL, LLC is headquartered in BOSTON, MA.
COOPER LAPMAN FINANCIAL, LLC serves 49 high-net-worth clients according to their SEC filing dated March 13, 2018. View client details ↓
According to their SEC Form ADV, COOPER LAPMAN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
COOPER LAPMAN FINANCIAL, LLC manages $200 million in client assets according to their SEC filing dated March 13, 2018.
According to their SEC Form ADV, COOPER LAPMAN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.84%
Average Client Assets: $3.5 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 149971
Filing ID: 1167732
Last Filing Date: 2018-03-13 16:54:00