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CANOPY PARTNERS
Tel: 513-404-2604
3825 Edwards Road Suite 420
Cincinnati, Ohio 45209
CANOPY PARTNERS
CANOPY PARTNERS is a Cincinnati, Ohio based financial advisory firm with nearly $596,754,804 in assets under management and provides investment advisory services for 297 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Subscription fees
Firm CRD#:
324812
SEC#:
801-127366
No. of Clients:
297
Assets under Management
$596,754,804
No. of Advisors:
7
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