COOPER LAPMAN FINANCIAL, LLC
CRD #149971 SEC #801-79674 BOSTON, MA (617) 557-1741
SEC Registered
Total AUM
$341.4M
Discretionary
$341.4M
Employees
4
Clients
51
Accounts
316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $341.4M | $341.4M | $0 | 4 | 0 |
| Feb 2022 | $341.4M | $341.4M | $0 | 4 | 0 |
| Aug 2021 | $296.5M | $296.5M | $0 | 4 | 0 |
| Feb 2021 | $296.5M | $296.5M | $0 | 3 | 0 |
| Nov 2020 | $253.7M | $253.7M | $0 | 3 | 0 |
| Jul 2020 | $253.7M | $253.7M | $0 | 3 | 0 |
| Jun 2020 | $253.7M | $253.7M | $0 | 3 | 0 |
| Apr 2020 | $253.7M | $253.7M | $0 | 3 | 0 |
| Mar 2020 | $253.7M | $253.7M | $0 | 3 | 0 |
| Jul 2019 | $208.8M | $208.8M | $0 | 3 | 0 |
| Jul 2019 | $208.8M | $208.8M | $0 | 3 | 0 |
| Mar 2019 | $208.8M | $208.8M | $0 | 3 | 0 |
| Mar 2018 | $200.2M | $200.2M | $0 | 3 | 0 |
| May 2017 | $154.1M | $154.1M | $0 | 3 | 26 |
| Feb 2017 | $154.1M | $154.1M | $0 | 3 | 26 |
| Dec 2016 | $135.2M | $135.2M | $0 | 3 | 26 |
| Sep 2016 | $135.2M | $135.2M | $0 | 3 | 26 |
| May 2016 | $135.2M | $135.2M | $0 | 2 | 26 |
| Mar 2016 | $135.2M | $135.2M | $0 | 2 | 26 |
| Mar 2015 | $132.4M | $132.4M | $0 | 2 | 26 |
| Oct 2014 | $101.4M | $101.4M | $0 | 2 | 26 |
| Aug 2014 | $101.4M | $101.4M | $0 | 2 | 26 |
| Apr 2014 | $101.4M | $101.4M | $0 | 2 | 26 |
DateApr 2022
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$200.2M
Discretionary$200.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees3
Clients26
DateFeb 2017
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees3
Clients26
DateDec 2016
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients26
DateSep 2016
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients26
DateMay 2016
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees2
Clients26
DateOct 2014
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateAug 2014
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26