COOPER/HAIMS ADVISORS, LLC
CRD #124122 SEC #801-61599 VICTOR, NY 585-248-6400
SEC Registered
Total AUM
$939.2M
Discretionary
$939.2M
Employees
18
Clients
--
Accounts
1,501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $939.2M | $939.2M | $0 | 18 | 10 |
| Mar 2025 | $939.2M | $939.2M | $0 | 18 | 10 |
| Dec 2024 | $852.6M | $852.6M | $0 | 14 | 9 |
| Jul 2024 | $852.6M | $852.6M | $0 | 14 | 9 |
| Mar 2024 | $852.6M | $852.6M | $0 | 14 | 9 |
| Mar 2023 | $880.8M | $720M | $160.9M | 13 | 9 |
| Oct 2022 | $1B | $822.5M | $178.9M | 14 | 20 |
| Mar 2022 | $1B | $822.5M | $178.9M | 14 | 20 |
| May 2021 | $678.1M | $678.1M | $0 | 14 | 21 |
| Mar 2021 | $678.1M | $678.1M | $0 | 14 | 21 |
| Feb 2021 | $582.7M | $582.7M | $0 | 12 | 36 |
| Jun 2020 | $582.7M | $582.7M | $0 | 12 | 36 |
| Mar 2020 | $582.7M | $582.7M | $0 | 12 | 36 |
| Mar 2020 | $582.7M | $582.7M | $0 | 12 | 36 |
| Dec 2019 | $551.2M | $551.2M | $0 | 12 | 37 |
| Oct 2019 | $551.2M | $551.2M | $0 | 12 | 37 |
| Jul 2019 | $486.2M | $486.2M | $0 | 12 | 37 |
| Feb 2019 | $486.2M | $486.2M | $0 | 12 | 37 |
| Nov 2018 | $445.8M | $445.8M | $0 | 11 | 0 |
| Mar 2018 | $445.8M | $445.8M | $0 | 11 | 0 |
| Feb 2017 | $447.8M | $335.3M | $112.5M | 10 | 400 |
| Jan 2017 | $409.6M | $308.7M | $100.8M | 10 | 400 |
| Apr 2016 | $409.6M | $308.7M | $100.8M | 10 | 400 |
| Mar 2016 | $409.6M | $308.7M | $100.8M | 10 | 400 |
| Oct 2015 | $415M | $319.7M | $95.3M | 11 | 400 |
| Apr 2015 | $415M | $319.7M | $95.3M | 11 | 400 |
| Mar 2015 | $415M | $319.7M | $95.3M | 11 | 400 |
| Mar 2014 | $391.1M | $303.3M | $87.8M | 10 | 300 |
| Jan 2013 | $331M | $266.1M | $64.9M | 8 | 300 |
| Feb 2012 | $292.4M | $238.2M | $54.3M | 6 | 300 |
| May 2011 | $277.1M | $232.9M | $44.3M | 10 | -- |
| Feb 2011 | $277.1M | $232.9M | $44.3M | 10 | -- |
| Jun 2010 | $312.3M | $312.3M | $0 | 10 | -- |
| Apr 2009 | $280M | $280M | $0 | 10 | -- |
| Mar 2007 | $180M | $180M | $0 | 10 | -- |
| Nov 2006 | $180M | $180M | $0 | 10 | -- |
| Mar 2006 | $135M | $135M | $0 | 10 | -- |
| Dec 2005 | $90M | $90M | $0 | 10 | -- |
| Sep 2005 | $90M | $90M | $0 | 10 | -- |
| Jun 2004 | $90M | $90M | $0 | 10 | -- |
| Mar 2004 | $90M | $90M | $0 | 10 | -- |
DateJul 2025
Total AUM$939.2M
Discretionary$939.2M
Non-Disc.$0
Employees18
Clients10
DateMar 2025
Total AUM$939.2M
Discretionary$939.2M
Non-Disc.$0
Employees18
Clients10
DateDec 2024
Total AUM$852.6M
Discretionary$852.6M
Non-Disc.$0
Employees14
Clients9
DateJul 2024
Total AUM$852.6M
Discretionary$852.6M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$852.6M
Discretionary$852.6M
Non-Disc.$0
Employees14
Clients9
DateMar 2023
Total AUM$880.8M
Discretionary$720M
Non-Disc.$160.9M
Employees13
Clients9
DateOct 2022
Total AUM$1B
Discretionary$822.5M
Non-Disc.$178.9M
Employees14
Clients20
DateMar 2022
Total AUM$1B
Discretionary$822.5M
Non-Disc.$178.9M
Employees14
Clients20
DateMay 2021
Total AUM$678.1M
Discretionary$678.1M
Non-Disc.$0
Employees14
Clients21
DateMar 2021
Total AUM$678.1M
Discretionary$678.1M
Non-Disc.$0
Employees14
Clients21
DateFeb 2021
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees12
Clients36
DateJun 2020
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees12
Clients36
DateMar 2020
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees12
Clients36
DateMar 2020
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees12
Clients36
DateDec 2019
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees12
Clients37
DateOct 2019
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees12
Clients37
DateJul 2019
Total AUM$486.2M
Discretionary$486.2M
Non-Disc.$0
Employees12
Clients37
DateFeb 2019
Total AUM$486.2M
Discretionary$486.2M
Non-Disc.$0
Employees12
Clients37
DateNov 2018
Total AUM$445.8M
Discretionary$445.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$445.8M
Discretionary$445.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2017
Total AUM$447.8M
Discretionary$335.3M
Non-Disc.$112.5M
Employees10
Clients400
DateJan 2017
Total AUM$409.6M
Discretionary$308.7M
Non-Disc.$100.8M
Employees10
Clients400
DateApr 2016
Total AUM$409.6M
Discretionary$308.7M
Non-Disc.$100.8M
Employees10
Clients400
DateMar 2016
Total AUM$409.6M
Discretionary$308.7M
Non-Disc.$100.8M
Employees10
Clients400
DateOct 2015
Total AUM$415M
Discretionary$319.7M
Non-Disc.$95.3M
Employees11
Clients400
DateApr 2015
Total AUM$415M
Discretionary$319.7M
Non-Disc.$95.3M
Employees11
Clients400
DateMar 2015
Total AUM$415M
Discretionary$319.7M
Non-Disc.$95.3M
Employees11
Clients400
DateMar 2014
Total AUM$391.1M
Discretionary$303.3M
Non-Disc.$87.8M
Employees10
Clients300
DateJan 2013
Total AUM$331M
Discretionary$266.1M
Non-Disc.$64.9M
Employees8
Clients300
DateFeb 2012
Total AUM$292.4M
Discretionary$238.2M
Non-Disc.$54.3M
Employees6
Clients300
DateMay 2011
Total AUM$277.1M
Discretionary$232.9M
Non-Disc.$44.3M
Employees10
Clients--
DateFeb 2011
Total AUM$277.1M
Discretionary$232.9M
Non-Disc.$44.3M
Employees10
Clients--
DateJun 2010
Total AUM$312.3M
Discretionary$312.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees10
Clients--