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Cooper/Haims Advisors, LLC
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Victor, New York
$582.7 million AUM
1 office

Cooper/Haims Advisors, LLC is based in Victor, New York and has $582.7 million in assets under management.

Location
50 Square Drive
Suite 210
Victor, NY 14564
$582.7 million
AUM
12
Employees
AUM Share
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$582,684,236
Assets under management
1,225 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 221 $54,281,489 9% $245,618
High net worth individuals 211 $496,275,148 85% $2,352,015
Charitable organizations 5 $11,930,215 2% $2,386,043
Other corporations or businesses Fewer than 5 clients $20,197,384
Employees Share
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12
Employees
8
Investment analysts
67% of total employees
AUM per employee Share
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$582,684,236
Assets under management
$48,557,020
AUM per employee
$72,835,530
AUM per investment analyst
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Compensation

Cooper/Haims Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Cooper/Haims Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 124,122
SEC number 801-61599
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 31, 2020

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