Cooper/Haims Advisors, LLC
Victor, NY·SEC-registered · CRD #124122
Cooper/Haims Advisors, LLC is an SEC-registered investment advisory firm in Victor, NY managing $1.2B across 1.6k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.6k
Advisory staff
13
Fee model
Fee-based
How Cooper/Haims Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cooper/Haims Advisors, LLC
How much does Cooper/Haims Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/06/2026), Cooper/Haims Advisors, LLC reports $1.2B in regulatory assets under management across roughly 1.6k client accounts.
How does Cooper/Haims Advisors, LLC charge?
Cooper/Haims Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cooper/Haims Advisors, LLC a fiduciary?
Yes. Cooper/Haims Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #124122), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cooper/Haims Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cooper/Haims Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Victor, NY
Profile compiled from Cooper/Haims Advisors, LLC's public SEC Form ADV filing (CRD #124122, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cooper/Haims Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cooper/Haims Advisors, LLC? Claim this profile.