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 ?
$1.00 bn
(as of 4 Oct 22)
Accounts
1,382
(as of 4 Oct 22)
Employees
14
(8 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
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
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
10 Feb 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20