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COOPER MCMANUS
COOPER FINANCIAL GROUP
CRD 111458 · SEC 801-61944
9870 RESEARCH DRIVE, IRVINE, CA, 92618, United States
Phone
800-516-5333
Fax
800-516-4319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.85B
Discretionary AUM
$2.85B
Team
53 total employees; 50 advisory reps; 56 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2833 | $1.25B |
| High net worth individuals | 546 | $1.42B |
| Pension/profit sharing plans | 49 | $40.0M |
| Charitable organizations | 6 | $5.0M |
| Corporations/business entities | 48 | $145.7M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MA, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- http://www.purmortgroup.com/
- https://cbwealthadvisory.com/
- http://www.sydneyriccio.com/
- https://www.lorrimerpwm.com
- https://www.atlasindicators.com/
- https://www.larsonfs.com
- https://www.westpwm.com
- https://www.morgansterlingpwm.com/
- https://fcguides.com/
- HTTP://WWW.COOPERMCMANUS.COM
- https://www.ridgefinancialplanning.com/
- https://www.kerrfinancialfamily.com/
- https://www.irvinewealthmanagement.com/
- http://www.Crossfinancial.com
- https://www.lindseyandlindsey.com
- https://www.linkedin.com/company/cooper-mcmanus
- https://www.myascentwealth.com/
- https://www.tadmanfinancial.com/
- http://www.Pearlfinancial.com
- https://www.facebook.com/coopermcmanus.wealthmanagement
- http://www.kwjoneswealth.com
- http://www.401Kamerica.com
- https://www.ehgfinancial.com/
- https://www.linkedin.com/in/mark-fishlowitz-99a869345
- https://www.newportinvestors.com/
- https://twitter.com/coopermcmanus
- https://www.fairplanetadvisors.com/
- https://www.mktwm.com/
- https://www.prudencewa.com/
- https://www.avanawealth.com/
- http://www.LDWCG.com
- http://www.Evergreewag.com
Official SEC filing: View on IAPD