Cooney Financial Advisors Inc.
Cooney Financial Advisors Inc. (CRD# 123075) is a financial advisory firm headquartered in Marlton, NJ. They manage $41,934,347 in 60 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$698,906
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, PA
Financial Advisors at Cooney Financial Advisors Inc.
1
Sean Cooney (CRD# 5529233) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 9 years of experience in the finance industry.
2
Thomas Cooney (CRD# 1403051) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 38 years of experience in the finance industry.
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