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Founder & Advisor · 210 Financial

Philip J. Cooper

CRD 4623196 · Named on Form ADV at one SEC-registered adviser

At a glance

210 Financial, an SEC-registered wealth manager based in Morton, IL with $243 million in regulatory assets, lists Philip J. Cooper on its Form ADV as Founder & Advisor, a control person.

Firms and roles

  • 210 FinancialFounder & AdvisorWealth manager · Morton, IL · $243M in regulatory assets

AtlasMembers

Philip’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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.