Cougar Mutual Company Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Pembroke Pines, Florida
CRD number
337475
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

Cougar Mutual Company Inc is organized as a corporation and is classified as an institutional registered investment adviser. The firm is owned by an individual and operates with an hourly-fee model rather than asset-based or performance fees. It is not registered as a multi-state adviser, is not identified as newly formed, and does not list pension consulting or related-adviser relationships. The firm’s public activity lines focus on intermediary and service roles: real estate brokerage, insurance brokerage, accounting, and sales of other financial products. Cougar Mutual Company Inc is marked as not being a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Clinton Cooper

    Clinton Cooper

    Registered RepresentativeCRD 2258819

  • Clinton Cooper

    Clinton Cooper

    Loan OfficerCRD 8196272

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pembroke Pines, FL

Broward

Location

Pembroke Pines, FL

Headquartered in Pembroke Pines, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
9000 Sheridan St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth