$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Optima insightValue meridian
- Established Date
- 11-08-2006
- Office Locations
- 1
Office Locations
119 N First AVE Sandpoint ID
About Cooper Capital, Inc.
Cooper Capital, Inc. is an RIA providing individualized portfolio management for families and individuals, tailoring portfolios to clients’ goals and risk parameters. The firm brings nearly two decades of experience with government agency CMO bonds and other fixed income, with an emphasis on transparency and staying up to date on holdings. Securities are offered through TD Ameritrade; registered in Idaho and Connecticut.
Team overview
41 AVG AGE
$17.4M AVG AUM / ADVISOR
$621.6K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Summit Capital Wave
Client Personas
Capital
Custodian
Peak Radial Wave
Investment Themes
Pioneer
Investment Vehicles
Eagle north
Technology
Radial pioneer Peak alpha
Owner & Executives
SARA KATHERINE COOPER
Chief Compliance Officer, President, Vice President
- CRD
- #5094118
- Ownership
- 75% or more
(409) 796-1167
summit.frontier@matrixcapital.com
in linkedin.com/in/quantum-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,403,718 | $501,087 |
| Non-Discretionary | $0 | -- |
| Total | $17,403,718 | $501,087 |
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Separately Managed Accounts
Total SMA Asset: $17,403,718
Derivatives:
14.8% Equity - Exchange:
22.9% Public Funds:
35.2% Cash:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $613,071,229 | 14.8% |
| Equity - Exchange | $948,603,455 | 22.9% |
| Public Funds | $1,458,115,355 | 35.2% |
| Cash | $1,122,583,128 | 27.1% |
| Total | $4,142,373,167 | 100.0% |