COOPER MCMANUS - Financial Advisor in California, Irvine

Tel: 800-516-5333 9870 Research Drive Irvine, California 92618

About COOPER MCMANUS

COOPER MCMANUS is a Irvine, California based financial advisory firm with nearly $2,560,714,584 in assets under management and provides investment advisory services for 6372 clients. There are currently 52 financial advisors at the firm.

General Information

Firm CRD#:

111458

Firm SEC#:

801-61944

Assets Under Management:

$2,560,714,584

No. of Clients:

6372

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)

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