Chief Compliance Officer · Figure 8 Investment Strategies LLC
Lisa M. Cooper
CRD 2407967 · Named on Form ADV at one SEC-registered adviser
At a glance
Figure 8 Investment Strategies LLC, an SEC-registered wealth manager based in Boise, ID with $233 million in regulatory assets, lists Lisa M. Cooper on its Form ADV as Chief Compliance Officer.
Firms and roles
- Figure 8 Investment Strategies LLCChief Compliance OfficerWealth manager · Boise, ID · $233M in regulatory assets
AtlasMembers
Lisa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ahmed AljubooriAnalyst, Figure 8 Investment Strategies LLC
- Travis J. StrightAdvisor, Figure 8 Investment Strategies LLC
- Jeremy M. LeffIndividual, Figure 8 Investment Strategies LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.