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).

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 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 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.

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