W.K. COOPER II ASSET MANAGEMENT CORPORATION
Firm details
- Headquarters
- CHAMPAIGN, Illinois
- CRD number
- 123610
- Website
- www.champaigncounty.org
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
W.K. Cooper II Asset Management Corporation is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves an individual and family client base rather than institutional sponsors. Its business description emphasizes discretionary portfolio management rather than pension consulting or multi-state adviser activity. The firm does not characterize itself as an ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1WILLIAM COOPER
President and CEOCRD 1515165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAMPAIGN, IL
CHAMPAIGN
Location
CHAMPAIGN, IL
Headquartered in CHAMPAIGN, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 3011 Vlg Office Pl
- Time zone
- CT (UTC-6)
- Office locations
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