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COONEY FINANCIAL ADVISORS INC
COONEY & ASSOCIATES INC
CRD 123075
1 EVES DRIVE, SUITE 111, MARLTON, NJ, 08053-3129, United States
Phone
856-988-0688
Fax
856-988-9544
Registration
— (—)
Source
State registered
Total AUM
$44.2M
Discretionary AUM
$17.8M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $9.4M |
| High net worth individuals | 1 | $4.6M |
| Pension/profit sharing plans | 10 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD