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 27 states (or territories).
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Total Assets Under Management1,575MILLION
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Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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.
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.
Lawrence Wimsatt (CRD# 2603825) is an Investment Advisor Representative working at Cooper Mcmanus in Long Beach, CA and has over 28 years of experience in the finance industry.
Jennifer Yeh (CRD# 5823866) is an Investment Advisor Representative working at Cooper Mcmanus in San Jose, CA and has over 13 years of experience in the finance industry.
Kimberly Overby (CRD# 7494413) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has 1 year of experience in the finance industry.
Joel Staples (CRD# 6620626) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 7 years of experience in the finance industry.
Devonney Thurman (CRD# 6801792) is an Investment Advisor Representative working at Cooper Mcmanus in Walnut Creek, CA and has 1 year of experience in the finance industry.
Aron Wong (CRD# 7200240) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 3 years of experience in the finance industry.