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Joelle Lauren Donahoe

COOPER/HAIMS ADVISORS, LLC·VICTOR, New York
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50 SQUARE DRIVE, VICTOR, NY 14564CRD# 2678810Firm CRD# 124122
01

About

Joelle Lauren Donahoe is a registered financial advisor based in VICTOR, New York, affiliated with COOPER/HAIMS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COOPER/HAIMS ADVISORS, LLC
COOPER/HAIMS ADVISORS, LLC
AUM
$853M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at COOPER/HAIMS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2678810
Firm CRD# 124122
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joelle Lauren Donahoe offer?
Joelle Lauren Donahoe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.
What are Joelle Lauren Donahoe's credentials?
Joelle Lauren Donahoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joelle Lauren Donahoe located?
Joelle Lauren Donahoe is based in VICTOR, New York, working with COOPER/HAIMS ADVISORS, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Joelle Lauren Donahoe charge for services?
Joelle Lauren Donahoe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPER/HAIMS ADVISORS, LLC?
COOPER/HAIMS ADVISORS, LLC has approximately 14 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VICTOR
John Paul Harnish — PROSPERITY ADVISORY GROUP LLCJared Haims — COOPER/HAIMS ADVISORS, LLCRobert P. Yawman — COOPER/HAIMS ADVISORS, LLCRichard Thomas Bentley — COOPER/HAIMS ADVISORS, LLCKathryn Jane Meredith — MEREDITH KATHRYN JANE
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