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 investment adviser formed for regulatory purposes in 2003 and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its compensation mixes asset-based fees with hourly and fixed-fee arrangements and other billing structures. Advisory capabilities cover a broad set of services: financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party managers, and educational outreach including periodic publications and workshops. The firm does not identify as an active ESG investor.

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 59

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