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COOPER CAPITAL, INC.
CRD 127691 · SEC 801-62263
119 N FIRST AVE, SANDPOINT, ID, 83864, United States
Phone
203-222-0466
Fax
888 371 5334
Registration
— (—)
Source
State registered
Total AUM
$17.4M
Discretionary AUM
$17.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.4M |
| High net worth individuals | 11 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD