COOPER/HAIMS ADVISORS, LLC

RIASEC RegisteredEst. 2002

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$703K

Accounts

1,640

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: HNWI89.5%
Individuals7.22%
Corporations / Businesses2.2%
Charitable Organizations1.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cooper/Haims Advisors, LLC is an independent registered investment adviser formed in 2002 and organized as an LLC. The firm serves both individuals and families as well as institutional clients and identifies itself as a capital allocator that hires third‑party managers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees, and its advisory services cover financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not classified as a multi‑state adviser. Cooper/Haims maintains relationships with a range of financial intermediaries — broker‑dealers, other investment advisers, banks or thrift institutions, trust companies, and insurance companies — which supports its role as an allocator and its use of external managers and custodial platforms.