COONEY FINANCIAL ADVISORS INC

COONEY FINANCIAL ADVISORS INC of MARLTON, NJ is an SEC-registered investment adviser (CRD 123075). Regulatory assets under management: $44.2M.

Registration

• CRD: 123075
• Type: Registered investment adviser
• Location: 1 EVES DRIVE, MARLTON, NJ, 08053-3129
• Phone: 856-988-0688
• Latest filing: 2026-03-26
• Regulatory AUM: $44.2M
• Discretionary AUM: $17.8M
• Non-discretionary AUM: $26.5M
• Clients: 2
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search