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COOPERATIVE FUNERAL FUND INC

CRD 107631File 801-35190
APPROVED
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$727.8M
Above cohort median (national)
Discretionary AUM
$727.8M
Clients
0
1,250 accounts
Employees
20
Below cohort median in CT

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
BRO
Registration date
Sep 15, 1989
Principal office
74 BOSTON POST ROAD, MADISON, CT, 06443
Phone
800-336-1102

Assets & accounts

ADV Item 5F
Total regulatory AUM
$727.8M
Discretionary AUM
$727.8M
Non-discretionary AUM
$0
Discretionary accounts
1,250
Non-discretionary accounts
0
Total accounts
1,250
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients12500
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.