Cooper/Haims Advisors LLC
Legal Name: COOPER/HAIMS ADVISORS, LLC
Full Contact Details
Cooper/Haims Advisors LLC
1501 PITTSFORD VICTOR RD., SUITE 101, VICTOR, NY
585-248-6400
585-248-6410
Other Info
Cooper/Haims Advisors LLC, a NY Limited Liability Company with 12 employees, including 8 advisors, caters to 37 clients. It is approved by the SEC with registration dating back to Nov 29, 2002.
Financial Planning & Wealth Management - Rochester, NY — Cooper Haims Advisors
We work together with our clients, providing you with easy-to-understand financial recommendations and helping you implement them every step of the way.
Direct Owners
-
BRIAN SCOTT ROES
CO-MANAGING MEMBER owns more than 10% but less than 25%
-
JARED HAIMS
CO- MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (1/2018) owns more than 25% but less than 50%
-
RICHARD T. BENTLEY
CO-MANAGING MEMBER owns more than 25% but less than 50%
-
ESL INVESTMENT SERVICES, LLC
SHAREHOLDER owns 75% or more
Indirect Owners
-
ESL FEDERAL CREDIT UNION
OWNER owns 75% or more
Top Holdings
- SCHWAB STRATEGIC TR $39,724k
- SCHWAB STRATEGIC TR $24,315k
- Schwab Aggregate Bond ETF (SCH $23,363k
- SCHWAB STRATEGIC TR $20,133k
- VANGUARD INTL EQUITY INDEX F $13,042k
- ISHARES TR CORE S&P500 ETF $10,150k
- SCHWAB STRATEGIC TR US SML CAP ETF $4,198k
- ISHARES $3,408k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $2,325k
- Apple Inc $1,684k