Cooper Financial Services, Inc.
Cooper Financial Services, Inc. is an SEC-registered mass-market adviser in Shelton, CT with $184.1M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Cooper Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104671, SEC 801-24288, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $184.1M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Shelton, CT
- Employees
- 3
- Clients
- 1,335
- CRD
- 104671
- Ownership
- COOPER, LAWRENCE, SCOTT; COOPER, MELVIN; COOPER, SUSAN, LYNN; LAZAROFF, SUSAN, LYNN; COOPER, ZELDA, MOLAVER
How much AUM does Cooper Financial Services, Inc. have?
Cooper Financial Services, Inc. reported $184.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Cooper Financial Services, Inc.?
Disclosed owners and executives of Cooper Financial Services, Inc. include COOPER, LAWRENCE, SCOTT, COOPER, MELVIN, COOPER, SUSAN, LYNN, LAZAROFF, SUSAN, LYNN, COOPER, ZELDA, MOLAVER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.