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 is legally known as COOPER/HAIMS ADVISORS, LLC. It is a NY Limited Liability Company. This firm has 12 employees, of which 8 are employees in advisory roles. It serves 37 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 29, 2002.
Direct Owners
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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
Firms Located Nearby
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