COOPER FINANCIAL SERVICES, INC.

SHELTON, Connecticut·5 registered advisors·CRD# 104671

SEC# 801-242881203-248-1972

01

Firm Overview

AUM

$171M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at COOPER FINANCIAL SERVICES, INC.

5 registered advisors

Hope Janet Cooper

HAMDEN, Connecticut

Lawrence Scott Cooper

HAMDEN, Connecticut

Michael James Butler

SHELTON, Connecticut

Steven Gregory Butler

SHELTON, Connecticut

Susan Lynn Cooper

HAMDEN, Connecticut

05

Office Locations

HAMDEN, Connecticut

SHELTON, Connecticut

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Data sourced from SEC Form ADV filings. COOPER FINANCIAL SERVICES, INC. (CRD# 104671) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.