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COPPER BEECH FINANCIAL GROUP, LLC
Tel: 856-988-8300
1223 N. Church Street Moorestown, New Jersey 08057
COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC is a Moorestown, New Jersey based financial advisory firm with nearly $112,554,400 in assets under management and provides investment advisory services for 220 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Selection for other advisors , Other (ON-GOING CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
313156
SEC#:
801-121409
No. of Clients:
220
Assets under Management
$112,554,400
No. of Advisors:
10
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