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Mark Mannix

COOPERATIVE FUNERAL FUND INC·MADISON, Connecticut
Series 7, Series 65Clean record36 years registeredCOOPERATIVE FUNERAL FUND INC
74 BOSTON POST ROAD, MADISON, CT 06443CRD# 2593931Firm CRD# 107631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Mannix · MADISON, CT
Registration
CRD #2593931 · COOPERATIVE FUNERAL FUND INC · 36 years registered
Brand Profile
Not yet started
01

Career History

COOPERATIVE FUNERAL FUND INC
May 1990 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · May 21, 1990
Years registered · 36
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOPERATIVE FUNERAL FUND INC
CRD 107631 · SEC 801-35190
AUM
$694M
Regulatory assets under management
Employees
20
1,209 client accounts
Services offered by COOPERATIVE FUNERAL FUND INC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COOPERATIVE FUNERAL FUND INC →
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05

Frequently Asked Questions

What services does Mark Mannix offer?
Mark Mannix specializes in Investment Management, Fee-Only Advisory. Contact their office in MADISON, Connecticut for a consultation.
What are Mark Mannix's credentials?
Mark Mannix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Mannix located?
Mark Mannix is based in MADISON, Connecticut, working with COOPERATIVE FUNERAL FUND INC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Mark Mannix charge for services?
Mark Mannix's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPERATIVE FUNERAL FUND INC?
COOPERATIVE FUNERAL FUND INC has approximately 20 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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