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
- HNWI89.5%
- Individuals7.22%
- Corporations / Businesses2.2%
- Charitable Organizations1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cooper/Haims Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2002. The firm positions itself as a capital allocator serving both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided snapshot. Cooper/Haims maintains relationships and affiliations across the financial services ecosystem, including broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and insurance companies.
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
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Matthew Kelley
Chief Investment OfficerCRD 5620234
Joelle Donahoe
Chief Compliance OfficerCRD 2678810
Contacts
3 of 8
Andrew Wong
Tax ManagerCRD 7368726
Daniel Jones
Senior Financial AdvisorCRD 5103145
Richard Bentley
Lead Financial AdvisorCRD 4777178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$183M in ETFs
87%
$159M
12%
$24.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) | Schwab | Passive | Diversified Emerging Mkts | $36M | 992,925 | 19.63% |
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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