COOPER FINANCIAL SERVICES, INC. - Financial Advisor in Connecticut, Shelton

Tel: 203-248-1972 1000 Bridgeport Avenue Suite 308 Shelton, Connecticut 06484

About COOPER FINANCIAL SERVICES, INC.

COOPER FINANCIAL SERVICES, INC. is a Shelton, Connecticut based financial advisory firm with nearly $170,512,440 in assets under management and provides investment advisory services for 1684 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

104671

Firm SEC#:

801-24288

Assets Under Management:

$170,512,440

No. of Clients:

1684

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

Fee Structure:

A percentage of AUM

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