HTTP://WWW.COOPERMCMANUS.COM IRVINE, CA Investment Advisor How do I update this listing?

Cooper Financial Group is based out of Irvine. Cooper Financial Group is a large advisory firm with 3122 clients and discretionary assets under management (AUM) of $773,540,219 (Form ADV from 2018-12-19). Their last reported 13F filing for Q4 2018 included $147,532,000 in managed 13F securities and a top 10 holdings concentration of 57.12%. Cooper Financial Group's largest holding is iShares MSCI ACWI Index Fund with shares held of 296,522. Whalewisdom has at least 1 13F filings

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Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

IRVINE CA    92618
Country: United States

Business Phone: 800-516-5333
Fax: 800-516-4319
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 44
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions,SOLICITOR/REFERRAL FEES
Amount of client funds and securities: 300,000,000
Total Number of Clients: 3122
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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