Cooper Lapman Financial, LLC

Cooper Lapman Financial, LLC (CRD# 149971) is a financial advisory firm headquartered in Boston, MA. They manage $135,235,015 in 187 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
50 Congress Street, Suite 245, Boston, MA 02109
http://cooperlapman.com
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $723,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Cooper Lapman Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Miriam Cooper, financial advisor Boston MA
Miriam F. Cooper
CRD#: 2255386
50 Congress Street, Suite 245, Boston, MA 02109
93
Wealthminder
score

Miriam Cooper (CRD# 2255386) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 24 years of experience in the finance industry.

2
Mark Lapman, financial advisor Boston MA
Mark C. Lapman
CRD#: 2246840
50 Congress Street, Suite 245, Boston, MA 02109
90
Wealthminder
score

Mark Lapman (CRD# 2246840) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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