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COOPER/HAIMS ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,181,082,795
Discretionary
$1,168,079,760
Non-discretionary
$13,003,035

Firm details

CRD number
124122
SEC file number
801-61599
Main office
VICTOR, NY, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.