COOPER/HAIMS ADVISORS, LLC
Tel: 585-248-6400 50 Square Drive Suite 210 Victor, New York 14564
About COOPER/HAIMS ADVISORS, LLC
COOPER/HAIMS ADVISORS, LLC is a Victor, New York based financial advisory firm with nearly $852,596,326 in assets under management and provides investment advisory services for 487 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
124122
Firm SEC#:
801-61599
Assets Under Management:
$852,596,326
No. of Clients:
487
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
Education seminars/workshops
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