Cooper Mcmanus

RIASEC RegisteredEst. 2003

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$401K

Accounts

7,111

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 111458
Registered since: April 7, 2003
Website: www.coopermcmanus.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.65%
Individuals43.67%
Corporations / Businesses5.11%
Pension & Profit Sharing Plans1.4%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cooper Mcmanus is an independent, SEC-registered advisory firm operating as a corporation and identified as a capital allocator. The firm serves both individual/family and institutional clients, charging a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm also produces periodicals/newsletters and conducts educational seminars and workshops. Cooper Mcmanus is not characterized as an active ESG investor. The firm deploys third-party managers as part of its capital allocation role and lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds48%
Exchange Traded Equities28%
Cash & Cash Equivalents9%
US Government Bonds6%
State & Local Bonds5%

Owners & executives

3 of 3

Joan Tsuei
CEO & PresidentCRD 6903040
Christina Orta
CEO & PresidentCRD 3278327
Shannon Beahan
Partner, COOCRD 5201080

Contacts

3 of 58

Bryan Brumley
Financial AdvisorCRD 5623056
Wade Smith
Financial AdvisorCRD 2428139
Randy Salaki
Investment Advisor Representative and Registered RepresentativeCRD 4628239