Overview
Assets Under Management: $169 million
Headquarters: WESTBOROUGH, MA
High-Net-Worth Clients: 38
Average Client Assets: $2.2 million
Frequently Asked Questions
COPPERTREE?, 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 #175222), COPPERTREE?, LLC is subject to fiduciary duty under federal law.
COPPERTREE?, LLC is headquartered in WESTBOROUGH, MA.
COPPERTREE?, LLC serves 38 high-net-worth clients according to their SEC filing dated April 13, 2018. View client details ↓
According to their SEC Form ADV, COPPERTREE?, 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 ↓
COPPERTREE?, LLC manages $169 million in client assets according to their SEC filing dated April 13, 2018.
According to their SEC Form ADV, COPPERTREE?, 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: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.23%
Average Client Assets: $2.2 million
Total Client Accounts: 668
Discretionary Accounts: 657
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 175222
Filing ID: 1209172
Last Filing Date: 2018-04-13 10:20:00