Cooper/Haims Advisors, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$714K

Accounts

1,654

Employees

Advisory reps

Firm details

Headquarters: Victor, New York
CRD number: 124122
Registered since: November 29, 2002
Website: cooperhaims.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.76%
Individuals7.04%
Corporations / Businesses2.14%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cooper/Haims Advisors, LLC operates as an independent registered investment adviser and has been SEC-registered since 2002. The firm is owned through a mix of domestic-entity and individual ownership and positions itself as both an asset manager and a capital allocator across individual/family and institutional client segments. Its advisory menu, as disclosed in regulatory filings, includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of sub-advisers. Fee arrangements include AUM-based billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists relationships or affiliations with broker-dealers, other investment advisers, banks or thrift institutions, trust companies, and insurance companies.