Cooper Mcmanus
Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $1,575,058,662 in 4,577 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management1,575MILLION
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Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Andrew Purmort (CRD# 4342461) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 23 years of experience in the finance industry.
Sydney Riccio (CRD# 4668239) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 20 years of experience in the finance industry.
David Roth (CRD# 6263680) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 9 years of experience in the finance industry.
Matthew Sassani (CRD# 3136816) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 25 years of experience in the finance industry.
Wil Smith (CRD# 4993326) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 18 years of experience in the finance industry.
Darren Sugiyama (CRD# 4588997) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 21 years of experience in the finance industry.
Martin Tadman (CRD# 5585795) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry.
Matthew Todsen (CRD# 4498631) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 21 years of experience in the finance industry.
Melvyn Varrelman (CRD# 1318302) is an Investment Advisor Representative working at Cooper Mcmanus in Saint Helena, CA and has 1 year of experience in the finance industry.
Joshua Wakefield (CRD# 5990218) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 11 years of experience in the finance industry.