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COOPER/HAIMS ADVISORS, LLC

Tel: 585-248-6400
50 Square Drive
Suite 210
Victor, New York  14564

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COOPER/HAIMS ADVISORS, LLC

COOPER/HAIMS ADVISORS, LLC is a Victor, New York based financial advisory firm with nearly $852,596,326 in assets under management and provides investment advisory services for 487 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

124122

SEC#:

801-61599

No. of Clients:

487

Assets under Management

$852,596,326

No. of Advisors:

14

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