Cooper Mcmanus

Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $1,575,058,662 in 4,577 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,575
    MILLION
  • Total Number of Accounts
    4,577
    ACCOUNTS
  • Average Account Value
    $344,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Cooper Mcmanus
Showing 31 - 40 of 46 top financial advisors.
31
Sydney P. Riccio
CRD#: 4668239
9870 Research Dr, Irvine, CA 92618

Sydney Riccio (CRD# 4668239) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 20 years of experience in the finance industry.

32
David M. Roth
CRD#: 6263680
9870 Research Drive, Irvine, CA 92618

David Roth (CRD# 6263680) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 9 years of experience in the finance industry.

33
Matthew M. Sassani
CRD#: 3136816
9870 Research Dr, Irvine, CA 92618

Matthew Sassani (CRD# 3136816) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 25 years of experience in the finance industry.

34
Wil Smith
CRD#: 4993326
9870 Research Dr, Irvine, CA 92618

Wil Smith (CRD# 4993326) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 18 years of experience in the finance industry.

35
Darren T. Sugiyama
CRD#: 4588997
9870 Research Drive, Irvine, CA 92618

Darren Sugiyama (CRD# 4588997) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 21 years of experience in the finance industry.

36
Martin J. Tadman
CRD#: 5585795
9870 Research Drive, Irvine, CA 92618

Martin Tadman (CRD# 5585795) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry.

37
Matthew K. Todsen
CRD#: 4498631
9870 Research Drive, Irvine, CA 92618

Matthew Todsen (CRD# 4498631) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 21 years of experience in the finance industry.

38
Melvyn L. Varrelman
CRD#: 1318302
1417 Railroad Ave, Saint Helena, CA 94574

Melvyn Varrelman (CRD# 1318302) is an Investment Advisor Representative working at Cooper Mcmanus in Saint Helena, CA and has 1 year of experience in the finance industry.

39
Joshua D. Wakefield
CRD#: 5990218
9870 Research Drive, Irvine, CA 92618

Joshua Wakefield (CRD# 5990218) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 11 years of experience in the finance industry.

40
Jason G. Werner
CRD#: 5254812
9870 Research Drive, Irvine, CA 92618

Jason Werner (CRD# 5254812) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 17 years of experience in the finance industry.

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