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Insights

Customized Financial Planning Cooper McManus stands out by providing customized financial planning tailored to individual needs and personal assets. This personalized approach appeals to clients seeking a more comprehensive and holistic financial strategy.

Focus on Client's Aspirations The company emphasizes understanding clients' dreams and desires for a fulfilling life, aligning financial planning with personal aspirations. This client-centric focus can be leveraged to attract individuals looking for a more meaningful financial planning experience.

Tech-Enabled Services Utilizing a tech stack that includes Google services, AWS, and PHP, Cooper McManus demonstrates a commitment to leveraging technology for efficient service delivery. This tech-savvy approach positions the company well to engage with tech-oriented clients seeking modern financial solutions.

Mid-Size Revenue Potential With a revenue range of $0 - 10M, Cooper McManus presents an opportunity for mid-size transactions and partnerships. Businesses catering to mid-tier financial services firms may find synergies in collaborating with Cooper McManus.

Diverse Service Offerings In addition to financial planning, Cooper McManus offers investment advisory and securities services. This diverse range of offerings can be leveraged to cross-sell to clients looking for a one-stop solution for their financial needs.

Similar companies to Cooper McManus

Cooper McManus Tech Stack

Cooper McManus uses 8 technology products and services including Google Hosted Libraries, Google Font API, Twitter Emoji (Twemoji), and more. Explore Cooper McManus's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Google Font API
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • scrollreveal
    Javascript Libraries
  • Amazon Web Services
    Platform As A Service
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

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
8%
First@coopermcmanus.comJohn@coopermcmanus.com
5%
First.Last@coopermcmanus.comJohn.Doe@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 November 2024, Cooper McManus's annual revenue reached $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 November 2024, Cooper McManus has approximately 17 employees across 1 continents, including North America. Key team members include Owner: E. C.Director Of Client Services: M. P.Client Services Director: S. D.. 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 Google Hosted LibrariesGoogle Font APITwitter Emoji (Twemoji)AwesompletescrollrevealAmazon Web ServicesPHPBootstrap.

What is Cooper McManus's email format?

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

Cooper McManus

Financial ServicesCalifornia, United 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. Licensed to offer securities in AE, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI.

Section iconCompany Overview

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

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Cooper McManus's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Cooper McManus's revenue is in the range of $10M

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