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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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

AST INVESTMENT SERVICES, INC.

108897

801-40532

$105,935,674,542

WRIGHT INVESTORS SERVICE INC

106302

801-51257

1247

$1,292,546,493

BEIRNE.

167103

801-77726

1136

$1,135,235,910

INVESTMARK ADVISORY GROUP LLC

121060

801-76505

1788

$712,457,504

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

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801-119493

250

$224,853,594

GANIM PRIVATE WEALTH

285679

801-120943

$131,543,639

WRIGHT PRIVATE ASSET MANAGEMENT LLC

139570

801-66231

$61,217,028

ARMADA ETFS

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$5,490,000

THE WINTHROP CORPORATION

105273

801-2501

Not Disclosed

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