Insights

Customized Financial Planning Cooper McManus emphasizes personalized financial strategies by integrating clients' personal assets and life goals, presenting an opportunity to offer tailored financial tools, estate planning solutions, and related advisory services that enhance their bespoke planning approach.

Regional Market Focus Located in Irvine, CA, Cooper McManus primarily serves clients within the United States, especially those valuing personalized wealth management, which suggests potential opportunities to introduce localized financial products or digital platforms targeting high-net-worth individuals in the region.

Mid-Sized Firm Advantage With a small team of 11-50 employees, Cooper McManus offers agility and personalized service, making it receptive to innovative fintech integrations and modern client engagement tools that can streamline advice delivery and improve operational efficiency.

Industry Positioning Operating in the competitive financial advisory sector with peers like Wealth Dimensions and EP Wealth Advisors, there is scope to differentiate through advanced analytics, ESG investment options, or specialized niches that resonate with their individualized planning philosophy.

Growth Potential Although currently generating modest revenue under $10 million, Cooper McManus shows potential for expansion by adopting strategic marketing, digital outreach, and partnership opportunities aimed at attracting clients seeking both financial and personal asset management solutions.

Cooper McManus Tech Stack

Cooper McManus uses 8 technology products and services including WordPress, Google Fonts API, Font Awesome, and more. Explore Cooper McManus's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • ScrollReveal
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Act-On
    Marketing Automation
  • Datadog
    Real User Monitoring
  • Stellar.js
    Web Tools And Plugins

Media & News

Cooper McManus's Email Address Formats

Cooper McManus uses at least 1 format(s):
Cooper McManus Email FormatsExamplePercentage
FLast@coopermcmanus.comJDoe@coopermcmanus.com
83%
FirstL@coopermcmanus.comJohnD@coopermcmanus.com
9%
First.Last@coopermcmanus.comJohn.Doe@coopermcmanus.com
4%
First@coopermcmanus.comJohn@coopermcmanus.com
4%

Frequently Asked Questions

Where is Cooper McManus's headquarters located?

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Cooper McManus's main headquarters is located at 9870 Research Drive, Irvine, CA 92618, US. The company has employees across 1 continents, including North America.

What is Cooper McManus's phone number?

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You can contact Cooper McManus's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cooper McManus's official website and social media links?

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Cooper McManus's official website is coopermcmanus.com and has social profiles on LinkedIn.

How much revenue does Cooper McManus generate?

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As of October 2025, Cooper McManus's annual revenue is estimated to be $600K.

What is Cooper McManus's SIC code NAICS code?

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Cooper McManus's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Cooper McManus have currently?

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As of October 2025, Cooper McManus has approximately 19 employees across 1 continents, including North America. Key team members include Managing Director: D. M. C.Principal: G. F.Digital Marketing & Business Administration: C. P.. Explore Cooper McManus's employee directory with LeadIQ.

What industry does Cooper McManus belong to?

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Cooper McManus operates in the Financial Services industry.

What technology does Cooper McManus use?

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Cooper McManus's tech stack includes WordPressGoogle Fonts APIFont AwesomeScrollRevealjQuery MigrateAct-OnDatadogStellar.js.

What is Cooper McManus's email format?

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Cooper McManus's email format typically follows the pattern of FLast@coopermcmanus.com. Find more Cooper McManus email formats with LeadIQ.

When was Cooper McManus founded?

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Cooper McManus was founded in 1999.
Cooper McManus

Cooper McManus

Financial ServicesUnited States11-50 Employees

At Cooper McManus, we make the planning all about you. The process of getting to know you – so as to create the most customized plan we can targeted to your specific needs – must precede traditional financial planning. We partner with you to draw out your dreams and wishes for a rich and fulfilling life.
 
We take into consideration not only your financial assets, but your more personal assets, which ultimately determine the direction your financial planning should take.  It is this orientation that makes Cooper McManus unique when compared to the average financial planning firm.

Cooper McManus is a SEC registered Investment Advisory Firm. Advisory Services offered through Cooper McManus. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Cooper McManus and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities America and its representatives do not provide tax or legal advice.

Section iconCompany Overview

Headquarters
9870 Research Drive, Irvine, CA 92618, US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Cooper McManus's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Cooper McManus's revenue is estimated to be in the range of $25M$50M

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