DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > kansas > lenexa
COPPER FINANCIAL
Tel: 913-905-3600
9777 Ridge Drive, Suite 360 Lenexa, Kansas 66219
COPPER FINANCIAL
COPPER FINANCIAL is a Lenexa, Kansas based financial advisory firm with nearly $306,448,486 in assets under management and provides investment advisory services for 2791 clients. There are currently 56 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops , Other (FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
168203
SEC#:
801-89168
No. of Clients:
2791
Assets under Management
$306,448,486
No. of Advisors:
56
More Financial Advisory Firms in Lenexa, Kansas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 106766 | 550 |
| MARINER WEALTH | 140195 | 1498 |
| PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | 56 |
| FCI ADVISORS | 106398 | 68 |
| KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | 40 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 54 |
More Firms in Lenexa, Kansas >>