Steven
Cooper
Dew Point Capital
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About this Advisor
Steven Cooper is a financial advisor based out of Los Angeles, California who has 4 years of industry experience. Cooper is an employee of Dew Point Capital. During their career, Cooper has held roles at Edward Jones, Ubs Financial Services Inc, Steel Peak Wealth Management and Dew Point Capital, Inc. Cooper has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Dew Point Capital is a registered investment firm based in Los Angeles, CA. The firm has just two people on staff. It controls $125 million in assets under management between its 683 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 683 customer accounts, 19% are held by high-net-worth individuals who have greater than $1 million in investable assets. Dew Point Capital performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically are based on the services. Fees billed by Dew Point Capital most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dew Point Capital Brokerage Details
$124,469,000
2
683
$182,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Steven Cooper Work History
Steven has been registered as a financial advisor for 4 years.*
Dew Point Capital, Inc
Steel Peak Wealth Management
Ubs Financial Services Inc
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dew Point Capital
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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