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Cooper/Haims Advisors, LLC

● SEC registered since 2002CRD 124122SEC# 801-61599Victor, NY
Export (members)
Reg. AUM
$939.2M
Employees
18
Accounts
1,501
Location
Victor, NY

Cooper/Haims Advisors, LLC assets under management

Cooper/Haims Advisors, LLC operates as an SEC-registered investment adviser based in Victor, NY. The firm has been registered since 2002. It reports $939.2 million in regulatory assets under management and employs 18 people.
www.esl.org/wealth/cooper-haimsView on SEC.gov ↗

Cooper/Haims Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Daniel Norris JonesManaging DirectorUnder 5%2025
Esl Investment Services, LLC ControlSole MemberOver 75%2019
Joelle Lauren DonahoeChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Cooper/Haims Advisors, LLC manage?

Cooper/Haims Advisors, LLC reports $939.2 million in regulatory assets under management on its Form ADV.

How many employees does Cooper/Haims Advisors, LLC have?

Cooper/Haims Advisors, LLC reports 18 employees.

Where is Cooper/Haims Advisors, LLC located?

Cooper/Haims Advisors, LLC is based in Victor, NY and has been SEC-registered since 2002.

Does Cooper/Haims Advisors, LLC disclose fund performance?

Cooper/Haims Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Square Drive, Suite 210, Victor, NY 14564
Phone585-248-6400
Fax585-248-6410
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1654033
Discloses disciplinary historyNo

Assets under management

Discretionary$939.2M
Non-discretionary$0
Total (RAUM)$939.2M