COONEY FINANCIAL ADVISORS INC

Overview

Cooney Financial Advisors Inc. is an independent, owner-operated registered investment adviser that serves a mix of individual, family and institutional clients. The firm combines financial planning and portfolio management with pension consulting and educational workshops, and charges clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity centers on public mutual funds as the primary building blocks of client portfolios, supplemented by fixed-income allocations and third-party alternative managers for real assets and commodity exposure. The firm appears to maintain both discretionary and non-discretionary relationships, using discretionary authority where appropriate for ongoing portfolio management while retaining client-directed arrangements for other accounts. Advisory work spans retail wealth management for individuals and small businesses as well as plan-level consulting for retirement programs, which aligns with custody relationships that include retirement-plan-focused providers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices