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Cooper Financial Group

● SEC registered since 2003CRD 111458SEC# 801-61944Irvine, CA
Export (members)
Reg. AUM
$2.56B
Employees
52
Accounts
6,372
Location
Irvine, CA

Cooper Financial Group assets under management

Cooper Financial Group operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2003. It reports $2.6 billion in regulatory assets under management and employs 52 people.
www.purmortgroup.comView on SEC.gov ↗

Cooper Financial Group owners & executives

1 reported
NameTitleOwnershipSince
Arthur Young Cooper ControlManaging Director/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Cooper Financial Group manage?

Cooper Financial Group reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Cooper Financial Group have?

Cooper Financial Group reports 52 employees.

Where is Cooper Financial Group located?

Cooper Financial Group is based in Irvine, CA and has been SEC-registered since 2003.

Does Cooper Financial Group disclose fund performance?

Cooper Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9870 Research Drive, Irvine, CA 92618
Phone800-516-5333
Fax800-516-4319
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1751581
Discloses disciplinary historyNo

Assets under management

Discretionary$2.56B
Non-discretionary$0
Total (RAUM)$2.56B