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COOPER CAPITAL ADVISORS, LLC
COOPER CAPITAL ADVISORS, LLC
COOPER CAPITAL GROUP
ENCINITAS, California
·
4 registered advisors
·
CRD# 305121
SEC# 801-117210
0
760-452-6114
01
Firm Overview
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at COOPER CAPITAL ADVISORS, LLC
4 registered advisors
Clinton Wayne Cooper
ENCINITAS, California
CRD# 2842323
Jason Snow
ENCINITAS, California
CRD# 2858495
Kyle William Stits
ENCINITAS, California
CRD# 6295677
Parker Reed Johnson
ENCINITAS, California
CRD# 6559355
05
Office Locations
ENCINITAS, California
4 advisors
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Data sourced from SEC Form ADV filings. COOPER CAPITAL ADVISORS, LLC (CRD# 305121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.