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COOPER FINANCIAL SERVICES, INC.
CRD 104671 · SEC 801-24288
1000 BRIDGEPORT AVENUE, SUITE 308, SHELTON, CT, 06484, United States
Phone
203-248-1972
Fax
203-287-0944
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.1M
Discretionary AUM
$184.1M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1284 | $72.2M |
| High net worth individuals | 51 | $111.9M |
States served
VT, MA, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD