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Cooney Financial Advisors
Cooney Financial Advisors Inc is a state-registered investment adviser in Marlton, NJ. The firm manages $44 million in assets, $18 million on a discretionary...
Cooney Financial Advisors
Cooney Financial Advisors Inc is a state-registered investment adviser in Marlton, NJ. The firm manages $44 million in assets, $18 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1987
Location
Region
North America
Country
United States
City
Marlton
Corporate office
Greenwood Village, CO, United States
Principals
Michael Cooney
Founder and President
Frequently asked questions
Who runs investment decisions at Cooney Financial Advisors?
Michael Cooney, the founder and president, maintains direct oversight of the firm's investment strategy and client portfolios. Cooney has led the firm since its founding in 1987, operating without an external parent company or institutional investment committee. Day-to-day decisions are made within a small-team structure where the principal remains the central decision-maker.
Is Cooney Financial Advisors a fiduciary?
Yes. Cooney Financial Advisors operates as a fee-only registered investment advisor, which legally obligates the firm to act in its clients' best interests under the Investment Advisers Act of 1940. The firm does not earn commissions or sell proprietary products — its revenue comes exclusively from advisory fees charged on assets under management or through fixed retainer arrangements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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