COOPER/HAIMS ADVISORS, LLC

VICTOR, New York·7 registered advisors·CRD# 124122
SEC# 801-615990585-248-6400
01

Firm Overview

AUM
$853M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
7
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COOPER/HAIMS ADVISORS, LLC

7 registered advisors
Brian Scott Roes
VICTOR, New York
Howard J Haims
VICTOR, New York
Jared Haims
VICTOR, New York
Joelle Lauren Donahoe
VICTOR, New York
Richard Thomas Bentley
VICTOR, New York
Robert P. Yawman
VICTOR, New York
Tobey Sweezy
VICTOR, New York
05

Office Locations

VICTOR, New York
7 advisors

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Data sourced from SEC Form ADV filings. COOPER/HAIMS ADVISORS, LLC (CRD# 124122) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.