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COPPER LEAF FINANCIAL, LLC
Tel: 802-878-2731
33 Blair Park Road Suite 203
Williston, Vermont 05495
COPPER LEAF FINANCIAL, LLC
COPPER LEAF FINANCIAL, LLC is a Williston, Vermont based financial advisory firm with nearly $189,991,396 in assets under management and provides investment advisory services for 537 clients. There are currently 5 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 , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
285378
SEC#:
801-120617
No. of Clients:
537
Assets under Management
$189,991,396
No. of Advisors:
5
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