C
CRD: 132928
Cooper Point Advisors LLC
Olympia, WA
3609516888
$27.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2004
- Office Locations
- 1
Office Locations
-- Olympia WA
About Cooper Point Advisors LLC
Cooper Point Advisors LLC is a Olympia-based RIA. The firm has been operating for 21 years. Managing $27.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$27.2M AVG AUM / ADVISOR
$825.4K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Vector crest
Client Personas
Unison
Investment Themes
Delta Quantum
Investment Vehicles
Legacy
Platform
Oak glacier
Services
Bridge
Owner & Executives
L
LAURENCE DAVID POPLACK
Chief Executive Officer, President
- CRD
- #2694160
- Ownership
- 75% or more
(576) 323-2148
wave.timber@atlascapital.com
in linkedin.com/in/delta-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,238,978 | -- |
| Total | $27,238,978 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,238,978
Equity - OTC:
42.3% Equity - Exchange:
15.7% Cash:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,584,534,229 | 42.3% |
| Equity - Exchange | $959,271,570 | 15.7% |
| Cash | $2,566,204,198 | 42.0% |
| Total | $6,110,009,997 | 100.0% |