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COPELAND CAPITAL MANAGEMENT, LLC

Tel: (484) 351-3700
161 Washington Street
Suite 1325
Conshohocken, Pennsylvania  19428

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COPELAND CAPITAL MANAGEMENT, LLC

COPELAND CAPITAL MANAGEMENT, LLC is a Conshohocken, Pennsylvania based financial advisory firm with nearly $4,947,657,452 in assets under management and provides investment advisory services for 2599 clients. There are currently 30 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

135822

SEC#:

801-68586

No. of Clients:

2599

Assets under Management

$4,947,657,452

No. of Advisors:

30

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