Cooper/haims Advisors is an investment advisor in Victor with $1.00 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270036535
SEC advisor number
801-61599
FINRA CRD number
124122
AUM ?
$852.60 mm
(as of 25 Mar 24)
Accounts
487
(as of 25 Mar 24)
Employees
14
(9 investment advisory or research)
Address
Cooper/haims Advisors
1501 PITTSFORD - VICTOR ROAD
SUITE 101
VICTOR
NY 14564
1501 PITTSFORD - VICTOR ROAD
SUITE 101
VICTOR
NY 14564
Phone
(585)248-6400
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21