Overview
Assets Under Management: $665 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 150
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.83
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 228
Discretionary Accounts: 228
Regulatory Filings
CRD Number: 169978
Last Filing Date: 2025-01-30 00:00:00
Website: https://copperharbor.us