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Building 2COPPER RIVER ADVISORS LLC

Map pinENGLEWOOD, CO
Phone720-638-7172
NotebookSEC #801-114280
Total AUM
$29M
Employees
3
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
383 INVERNESS PARKWAY SUITE 120
ENGLEWOOD
CO 80112
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
720-638-7172

ReceiptFinancials

Total AUM
$29M
Accounts
31
Discretionary
$29M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$7.7M
HNW Individual Clients
12
AUM
$21.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV SHARE FOR INSTITUTIONAL ADVISEMENT FOR CORPS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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