Cooper Financial Services, Inc.
● SEC registered since 1985CRD 104671SEC# 801-24288Shelton, CT
Reg. AUM
$184.1M
Employees
3
Accounts
1,576
Location
Shelton, CT
Cooper Financial Services, Inc. assets under management
Cooper Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Shelton, CT. The firm has been registered since 1985. It reports $184.1 million in regulatory assets under management and employs 3 people.
Cooper Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Butler Control | Chief Compliance Officer/ Chief Executive Officer/ Shareholder/Chairman | 50-75% | 2016 |
| Steven Gregory Butler Control | Vice President | 10-25% | 2022 |
Frequently asked questions
How much does Cooper Financial Services, Inc. manage?
Cooper Financial Services, Inc. reports $184.1 million in regulatory assets under management on its Form ADV.
How many employees does Cooper Financial Services, Inc. have?
Cooper Financial Services, Inc. reports 3 employees.
Where is Cooper Financial Services, Inc. located?
Cooper Financial Services, Inc. is based in Shelton, CT and has been SEC-registered since 1985.
Does Cooper Financial Services, Inc. disclose fund performance?
Cooper Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Bridgeport Avenue, Suite 308, Shelton, CT 06484 |
| Phone | 203-248-1972 |
| Fax | 203-287-0944 |
| Office hours | 9 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.1M▼ 6%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$184.1Mregulatory AUM
Discretionary $184.1M