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Building 2COOPER LAPMAN FINANCIAL, LLC

Map pinBOSTON, MA
Phone(617) 557-1741
NotebookSEC #801-79674
Total AUM
$341.4M
Employees
4
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 BROAD STREET
SUITE 700
BOSTON
MA 02109-4074
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(617) 557-1741

ReceiptFinancials

Total AUM
$341.4M
Accounts
316
Discretionary
$341.4M
Accounts
316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$5.5M
HNW Individual Clients
73
AUM
$312.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.7M
Charitable Organization Clients
1
AUM
$9.6M
Corporation or Business Clients
1
AUM
$6.2K
Other Clients
1
AUM
$9.2M
Description of Other Clients
FAMILY INVESTMENT PARTNERSHIPS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANENHNY

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

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