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Building 2COOPER CAPITAL GROUP

Map pinENCINITAS, CA
Phone760-452-6114
NotebookSEC #801-117210
Total AUM
$282.9M
Employees
4
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 N COAST HIGHWAY 101
ENCINITAS
CA 92024
United States
Operating Hours
7AM-5PM
Monday - Friday
Phone
760-452-6114

ReceiptFinancials

Total AUM
$282.9M
Accounts
502
Discretionary
$282.9M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
149
AUM
$38.1M
HNW Individual Clients
59
AUM
$242.1M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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