COOPER FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$184,105,399
Discretionary
$184,105,399
Non-discretionary
$0
Firm details
- CRD number
- 104671
- SEC file number
- 801-24288
- Main office
- SHELTON, CT, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.