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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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