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COOPER/HAIMS ADVISORS, LLC
CRD 124122 · SEC 801-61599
50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564, United States
Phone
585-248-6400
Fax
585-248-6410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.15B
Team
19 total employees; 13 advisory reps; 18 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $83.2M |
| High net worth individuals | 292 | $1.03B |
| Charitable organizations | 4 | $12.5M |
| Corporations/business entities | 4 | $25.3M |
States served
AZ, CA, DC, GA, MD, MA, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD