COOPER FINANCIAL SERVICES, INC.
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
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
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