COOPERATIVE FUNERAL FUND INC

RIASEC RegisteredEst. 1989
Total AUM
$728M
Discretionary
$728M
100% of AUM
Avg account
$582K
Accounts
1,250
Employees
20
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 97%, Public Funds/Mutual Funds 3%97%
  • US Government Bonds97%
  • Public Funds/Mutual Funds3%

Owners & executives

2 of 2
  • TODD MANNIX

    Vice President, Chief Compliance OfficerCRD 2349246

  • MARK MANNIX

    President and CEOCRD 2593931

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth