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Building 2COPPER LEAF FINANCIAL, LLC

Map pinWILLISTON, VT
Phone802-878-2731
NotebookSEC #801-120617
Total AUM
$219.6M
Employees
4
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 BLAIR PARK ROAD
SUITE 203
WILLISTON
VT 05495
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
802-878-2731
Other Offices
1

ReceiptFinancials

Total AUM
$219.6M
Accounts
552
Discretionary
$219.6M
Accounts
552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$36.8M
HNW Individual Clients
78
AUM
$179.8M
Charitable Organization Clients
18
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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