COOPERATIVE FUNERAL FUND INC
CRD #107631 SEC #801-35190 MADISON, CT 800-336-1102
SEC Registered
Total AUM
$710.7M
Discretionary
$710.7M
Employees
20
Clients
--
Accounts
1,209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $710.7M | $710.7M | $0 | 20 | 0 |
| Feb 2025 | $710.7M | $710.7M | $0 | 20 | 0 |
| Mar 2024 | $694.4M | $694.4M | $0 | 20 | 0 |
| Feb 2023 | $662M | $662M | $0 | 19 | 0 |
| Feb 2022 | $633.7M | $633.7M | $0 | 20 | 0 |
| Feb 2021 | $603.3M | $603.3M | $0 | 14 | 0 |
| Mar 2020 | $605.7M | $605.7M | $0 | 13 | 0 |
| Mar 2019 | $574.3M | $574.3M | $0 | 13 | 0 |
| Dec 2018 | $541.6M | $541.6M | $0 | 12 | 0 |
| Feb 2018 | $541.6M | $541.6M | $0 | 12 | 0 |
| Mar 2017 | $503.4M | $503.4M | $0 | 12 | 900 |
| Jan 2017 | $466.6M | $466.6M | $0 | 12 | 900 |
| Mar 2016 | $466.6M | $466.6M | $0 | 12 | 900 |
| Apr 2015 | $436.4M | $436.4M | $0 | 12 | 900 |
| Mar 2014 | $399.3M | $399.3M | $0 | 11 | 800 |
| Mar 2013 | $370.2M | $370.2M | $0 | 9 | 700 |
| Apr 2012 | $348.7M | $348.7M | $0 | 1 | 700 |
| Mar 2012 | $348.7M | $348.7M | $0 | 1 | 700 |
| Mar 2011 | $325M | $325M | $0 | 5 | -- |
| Aug 2010 | $320M | $320M | $0 | 5 | -- |
| Jan 2006 | $240M | $240M | $0 | 5 | -- |
| Jan 2005 | $180M | $180M | $0 | 5 | -- |
| Jan 2005 | $150M | $150M | $0 | 5 | -- |
| May 2002 | $115M | $115M | $0 | 5 | -- |
DateDec 2025
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees20
Clients0
DateFeb 2025
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$694.4M
Discretionary$694.4M
Non-Disc.$0
Employees20
Clients0
DateFeb 2023
Total AUM$662M
Discretionary$662M
Non-Disc.$0
Employees19
Clients0
DateFeb 2022
Total AUM$633.7M
Discretionary$633.7M
Non-Disc.$0
Employees20
Clients0
DateFeb 2021
Total AUM$603.3M
Discretionary$603.3M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$605.7M
Discretionary$605.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees13
Clients0
DateDec 2018
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees12
Clients0
DateFeb 2018
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$503.4M
Discretionary$503.4M
Non-Disc.$0
Employees12
Clients900
DateJan 2017
Total AUM$466.6M
Discretionary$466.6M
Non-Disc.$0
Employees12
Clients900
DateMar 2016
Total AUM$466.6M
Discretionary$466.6M
Non-Disc.$0
Employees12
Clients900
DateApr 2015
Total AUM$436.4M
Discretionary$436.4M
Non-Disc.$0
Employees12
Clients900
DateMar 2014
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees11
Clients800
DateMar 2013
Total AUM$370.2M
Discretionary$370.2M
Non-Disc.$0
Employees9
Clients700
DateApr 2012
Total AUM$348.7M
Discretionary$348.7M
Non-Disc.$0
Employees1
Clients700
DateMar 2012
Total AUM$348.7M
Discretionary$348.7M
Non-Disc.$0
Employees1
Clients700
DateMar 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--