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CANOPY WEALTH MANAGEMENT

Tel: 608-662-9018
8215 Greenway Boulevard
Suite 540
Middleton, Wisconsin  53562

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CANOPY WEALTH MANAGEMENT

CANOPY WEALTH MANAGEMENT is a Middleton, Wisconsin based financial advisory firm with nearly $1,075,968,949 in assets under management and provides investment advisory services for 3596 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Pension Consulting Services , Publication of periodicals or Newsleters , Educational Seminars/ Workshops

Fee Structure:

A Percentage of AUM, Hourly charges

Firm CRD#:

297717

SEC#:

801-113774

No. of Clients:

3596

Assets under Management

$1,075,968,949

No. of Advisors:

22

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