Overview
Assets Under Management: $190 million
Headquarters: WILLISTON, VT
High-Net-Worth Clients: 79
Average Client Assets: $2 million
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