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COOPER, CLAY STEPHEN
CRD 117036
614 MAIN STREET, PINEVILLE, LA, 71360, United States
Phone
318-487-4242
Fax
318-487-4114
Registration
— (—)
Source
State registered
Total AUM
$81.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIABLE FEES
Org form
Sole Proprietorship
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING FOR FIXED FEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $25.0M |
| High net worth individuals | 28 | $48.0M |
| Pension/profit sharing plans | 5 | $8.0M |
Official SEC filing: View on IAPD