Overview
Assets Under Management: $120 million
Headquarters: BURR RIDGE, IL
High-Net-Worth Clients: 46
Average Client Assets: $1.3 million
Frequently Asked Questions
COPPERWOOD FINANCIAL 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 #310859), COPPERWOOD FINANCIAL is subject to fiduciary duty under federal law.
COPPERWOOD FINANCIAL is headquartered in BURR RIDGE, IL.
COPPERWOOD FINANCIAL serves 46 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, COPPERWOOD FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COPPERWOOD FINANCIAL manages $120 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, COPPERWOOD FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.90%
Average Client Assets: $1.3 million
Total Client Accounts: 795
Discretionary Accounts: 793
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310859
Filing ID: 2038323
Last Filing Date: 2026-03-25 14:59:56