Cooper Lapman Financial, LLC
Cooper Lapman Financial, LLC (CRD# 149971) is a financial advisory firm headquartered in Boston, MA. They manage $341,364,764 in 316 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Cooper Lapman Financial, LLC
By the Numbers
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Total Assets Under Management341MILLION
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Total Number of Accounts316ACCOUNTS
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Average Account Value$1,080,268
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NE, NH, NY
Financial Advisors at Cooper Lapman Financial, LLC
No Advisor Found.
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