COOP RECORDS MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
323064

Firm profile

FINTRX

Overview

Coop Records Management LLC is organized as a limited liability company with individual ownership. The firm is classified as unclassified in the available dataset and does not appear to operate as a registered multi-state adviser, pension consultant, or capital allocator. It is not identified as an active ESG investor. Public registration year and many typical advisory descriptors are not provided in the source material. The firm’s activity centers on sponsoring and managing pooled investment vehicles: it serves as sponsor, general partner, and managing member for at least one fund structure. That operational posture indicates the firm focuses on fund formation and manager roles rather than acting primarily as a traditional advisory firm with retail client accounts.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Cooper Turley

    Managing MemberCRD 7627134

  • Cece Palmquist

    Operations ManagerCRD 8034491

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2200 Outpost Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth