Overview
Assets Under Management: $665 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 150
Average Client Assets: $4 million
Frequently Asked Questions
COPPER HARBOR INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169978), COPPER HARBOR INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
COPPER HARBOR INVESTMENT ADVISORS, LLC is headquartered in APPLETON, WI.
COPPER HARBOR INVESTMENT ADVISORS, LLC serves 150 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, COPPER HARBOR INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COPPER HARBOR INVESTMENT ADVISORS, LLC manages $665 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, COPPER HARBOR INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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