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CANOPY WEALTH MANAGEMENT
Tel: 608-662-9018
8215 Greenway Boulevard Suite 540
Middleton, Wisconsin 53562
CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT is a Middleton, Wisconsin based financial advisory firm with nearly $1,474,786,629 in assets under management and provides investment advisory services for 4059 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
297717
SEC#:
801-113774
No. of Clients:
4059
Assets under Management
$1,474,786,629
No. of Advisors:
20
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