Cooper Mcmanus

RIASEC RegisteredEst. 2003
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$401K
Accounts
7,111
Employees
53
Advisory reps
64

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, SEC-registered advisory corporation operating as a capital allocator to both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management for individuals, small businesses and institutions, and it provides pension consulting and manager selection services. Its service set also includes publishing periodicals or newsletters and running educational seminars and workshops. Fee arrangements are flexible, encompassing AUM-based fees, hourly charges, fixed fees and other fee structures. The firm lists a law firm among its industry affiliations and is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 28%, Cash & Cash Equivalents 9%, US Government Bonds 6%, State & Local Bonds 5%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Private Funds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents9%
  • US Government Bonds6%
  • State & Local Bonds5%

Owners & executives

3 of 3
  • Shannon Beahan

    Shannon Beahan

    Partner, COOCRD 5201080

  • Christina Orta

    Christina Orta

    CEO & PresidentCRD 3278327

  • Joan Tsuei

    Joan Tsuei

    CEO & PresidentCRD 6903040

Contacts

3 of 61
  • Traci Kaas

    Traci Kaas

    Financial AdvisorCRD 5640507

  • Kyle Jones

    Kyle Jones

    PresidentCRD 5667904

  • Jennifer Yeh

    Registered RepresentativeCRD 5823866

Unlock 58 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 200

Active vs passive

$789M in ETFs

Passive

49%

$388M

Active

46%

$401M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP VALUE ETF (SCHV)SchwabPassiveLarge Value$79.2M2,276,47510.05%
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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
9870 Research Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth