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Building 2COPIA WEALTH MANAGEMENT

Map pinBEND, OR
Phone541-647-2545
NotebookSEC #801-131499
Total AUM
$157.5M
Employees
4
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
572 SW BLUFF DRIVE #100
BEND
OR 97702
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
541-647-2545

ReceiptFinancials

Total AUM
$157.5M
Accounts
850
Discretionary
$152.5M
Accounts
791
Non-Discretionary
$5.1M
Accounts
59

ContactClients

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Individual Clients
231
AUM
$58.1M
HNW Individual Clients
57
AUM
$96.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Cause of Denial/Suspension
State Registrations
AZCAORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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