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COOPER MCMANUS
IRVINE, CA
800-516-5333
SEC #801-61944Total AUM
$2.9B
Employees
53Clients
3,482Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9870 RESEARCH DRIVE
IRVINE
CA 92618
United States
IRVINE
CA 92618
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
800-516-5333
Other Offices
25
Financials
Total AUM
$2.9B
Accounts
7,111Discretionary
$2.9B
Accounts
7,111Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,833AUM
$1.2B
HNW Individual Clients
546AUM
$1.4B
Pension/Profit Sharing Plan Clients
49AUM
$40M
Charitable Organization Clients
6AUM
$5M
Corporation or Business Clients
48AUM
$145.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTFLGAHIIDILINKSKYLAMAMDMONCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.