Cooper Mcmanus

RIASEC RegisteredEst. 2003

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$401K

Accounts

7,111

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 111458
Registered since: April 7, 2003
Website: www.coopermcmanus.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.65%
Individuals43.67%
Corporations / Businesses5.11%
Pension & Profit Sharing Plans1.4%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cooper Mcmanus is an independent registered investment adviser that has been SEC-registered since 2003 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts and acts as an active capital allocator. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and workshops. Cooper Mcmanus charges clients through a mix of AUM-based fees, hourly and fixed fees, and other fee arrangements. The firm does not present itself as an ESG investor and lists a law firm among its industry affiliations.