L. Cooper Investments

RIASEC Registered
Total AUM
$84.8M
Discretionary
$84.8M
100% of AUM
Avg account
$8.5M
Accounts
10
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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: Exchange Traded Equities 87%, Cash & Cash Equivalents 13%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%

Contacts

1 of 1
  • Larry Cooper

    Sole ProprietorCRD 4348709

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth