L. Cooper Investments
Firm details
- Headquarters
- ,
- CRD number
- 110059
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations95.36%
- Individuals4.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
L. Cooper Investments operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm is owned by an individual and manages discretionary portfolios for both private clients (individuals and families) and institutional clients. Its advisory remit, as filed, centers on portfolio management for individuals/small businesses and for businesses or institutions. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser per its filing, and is not positioned as a capital allocator or pension consultant.
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Contacts
1 of 1Larry Cooper
Sole ProprietorCRD 4348709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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