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COOPER INVESTMENT PARTNERS LLC
COOPER INVESTMENT PARTNERS LLC
FAIRFIELD, Connecticut
·
5 registered advisors
·
CRD# 167769
SEC# 801-78255
0
415-310-0744
01
Firm Overview
AUM
$242M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at COOPER INVESTMENT PARTNERS LLC
5 registered advisors
Adam James Murphy
FAIRFIELD, Connecticut
CRD# 2394518
Jason E Bovell
FAIRFIELD, Connecticut
CRD# 3267326
Matthew Penn Boyer
NEW YORK, New York
CRD# 2747608
Mitchell Scott Taylor
NEW YORK, New York
CRD# 2573247
Stephen Forbes Cooper
FAIRFIELD, Connecticut
CRD# 6197518
05
Office Locations
FAIRFIELD, Connecticut
3 advisors
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. COOPER INVESTMENT PARTNERS LLC (CRD# 167769) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.