Cooper Financial Services, Inc.
Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Hamden, CT. They manage $138,246,992 in 786 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management138MILLION
Total Number of Accounts786ACCOUNTS
Average Account Value$175,887
- A percentage of assets under your management
- 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)
CA, CT, FL, MA, MD, NH, NJ, NY, VT
Michael Butler (CRD# 6318239) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 4 years of experience in the finance industry.
Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 19 years of experience in the finance industry.