$44.2M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
39 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-1987
- Office Locations
- 2
Office Locations
1 Eves Drive Suite 111 Marlton NJ
63 Putnam ST , Suite 202 Saratoga Springs NY
About Cooney Financial Advisors INC
Cooney Financial Advisors, Inc. is an independent, fee-only fiduciary providing comprehensive financial planning and investment management for individuals across life stages, including young professionals, growing families, and retirees. Portfolios are built primarily with public funds alongside cash and high-quality bonds, with some ETF use, and can be custodied at Schwab.
Team overview
39 AVG AGE
$22.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
SEAN THOMAS COONEY
Certified Financial Planner, President
- CRD
- #5529233
- Ownership
- 75% or more
Available
Available
Available
THOMAS MATTHEW COONEY
Owner
- CRD
- #1403051
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,753,152 | -- |
| Non-Discretionary | $26,488,890 | -- |
| Total | $44,242,042 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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