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COPPER HARBOR INVESTMENT ADVISORS, LLC

Tel: (920)441-0267
250 North Metro Drive
Suite A
Appleton, Wisconsin  54913

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COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $665,000,000 in assets under management and provides investment advisory services for 228 clients. There are currently 6 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 , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

169978

SEC#:

801-81035

No. of Clients:

228

Assets under Management

$665,000,000

No. of Advisors:

6

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