Cooper/Haims Advisors, LLC
Firm details
- Headquarters
- Victor, New York
- CRD number
- 124122
- Registered since
- November 29, 2002
- Website
- cooperhaims.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.76%
- Individuals7.04%
- Corporations / Businesses2.14%
- Charitable Organizations1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cooper/Haims Advisors, LLC operates as an independent registered investment adviser and has been SEC-registered since 2002. The firm is owned through a mix of domestic-entity and individual ownership and positions itself as both an asset manager and a capital allocator across individual/family and institutional client segments. Its advisory menu, as disclosed in regulatory filings, includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of sub-advisers. Fee arrangements include AUM-based billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists relationships or affiliations with broker-dealers, other investment advisers, banks or thrift institutions, trust companies, and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$183M in ETFs
88%
$161M
11%
$21.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) | Schwab | Passive | Diversified Emerging Mkts | $35.5M | 974,971 | 19.47% |
Location
Victor, NY
Ontario
Location
Victor, NY
Headquartered in Victor, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Ontario
- Address
- 50 Square Dr
- Time zone
- ET (UTC-5)
- Office locations
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