Overview
Assets Under Management: $190 million
Headquarters: WILLISTON, VT
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
COPPER LEAF FINANCIAL, 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 #285378), COPPER LEAF FINANCIAL, LLC is subject to fiduciary duty under federal law.
COPPER LEAF FINANCIAL, LLC is headquartered in WILLISTON, VT.
COPPER LEAF FINANCIAL, LLC serves 79 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, COPPER LEAF FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COPPER LEAF FINANCIAL, LLC manages $190 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, COPPER LEAF FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 537
Discretionary Accounts: 537
Regulatory Filings
CRD Number: 285378
Last Filing Date: 2025-02-13 00:00:00
Website: https://copperleaffinancial.com