COOPERATIVE FUNERAL FUND INC
Firm details
- Headquarters
- MADISON, Connecticut
- CRD number
- 107631
- Registered since
- September 15, 1989
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cooperative Funeral Fund Inc operates as a corporate advisory and insurance-brokerage entity that combines portfolio management for individuals and small businesses with insurance distribution. The firm charges fees based on a percentage of assets under management and does not position itself as an ESG-focused or multi-state adviser. Its public filing shows a clear investment posture: a strong tilt toward fixed-income, with a dominant allocation to U.S. government bonds, supplemented by selected allocations to alternative strategies and pooled vehicles. Advisory activity appears oriented to steady, liability-sensitive outcomes rather than high-growth equity strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds97%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2TODD MANNIX
Vice President, Chief Compliance OfficerCRD 2349246
MARK MANNIX
President and CEOCRD 2593931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, CT
NEW HAVEN
Location
MADISON, CT
Headquartered in MADISON, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW HAVEN
- Address
- 74 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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