RIA Intel›Advisers›New Jersey›COONEY & ASSOCIATES INC

COONEY & ASSOCIATES INC

Advisory

MARLTON, NJ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NJ

#748

of 775 advisers by AUM

Average account

$691K

across 64 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$44M

Discretionary %

40.1%

Clients

36

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$44M

Discretionary AUM$18M

Non-Discretionary AUM$26M

Discretionary %40.1%

Total Clients36

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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