$46.3M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
8 Employees
179 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2021
- Office Locations
- 1
Office Locations
771 Fifth Avenue Suite 2 King OF Prussia PA
About Cooper Eagle, LLC
Cooper Eagle, LLC is an independent fiduciary RIA offering financial planning, Personal CFO-style advice, and retirement planning, alongside institutional services. Based in King of Prussia, PA, the firm builds tailored plans around each client’s goals and typically implements portfolios using ETFs and public funds, with custody commonly at Charles Schwab or Vanguard.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$258.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
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Technology
Available
Owner & Executives
A
ANDREW LEE COOPER
Investment Advisor, President
- CRD
- #3098952
- Ownership
- 75% or more
Available
Available
Available
R
Rebecca Michelle Drexler-Bleivik
Chief Compliance Officer
- CRD
- #7993409
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,045,000 | -- |
| Non-Discretionary | $1,222,000 | -- |
| Total | $46,267,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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