Cooper Point Advisors LLC

Cooper Point Advisors LLC (CRD# 132928) is a financial advisory firm headquartered in , . They manage $21,845,441 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $624,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Cooper Point Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurence Poplack, financial advisor Olympia WA
Laurence D. Poplack
CRD#: 2694160
Olympia, WA

Laurence Poplack (CRD# 2694160) is an Investment Advisor Representative working at Cooper Point Advisors LLC in Olympia, WA and has over 28 years 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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