TrueAdvisor
TrueAdvisor
DS
DS

Darren Takeo Sugiyama

Cooper Mcmanus
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Cooper Mcmanus
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K

Location

9870 Research Drive, Irvine, CA, 92618

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cooper Mcmanus
May 2016 - Present · 9 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.