COOPER CAPITAL, INC. of SANDPOINT, ID is an SEC-registered investment adviser (CRD 127691). Regulatory assets under management: $17.4M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Subscription.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| COOPER KATHERINE MEEKER | CHAIRMAN | — |
| COOPER PETER TRIVESS | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| HELBLING SARA COOPER | CHIEF COMPLIANCE OFFICER/VICE-PRESIDENT | — |