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COPPERLINE WEALTH MANAGEMENT & PLANNING
CODY, WY
307-586-1880
SEC #801-132972Total AUM
$126.6M
Employees
3Clients
441Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1517 RUMSEY AVENUE
CODY
WY 82414
United States
CODY
WY 82414
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
307-586-1880
Financials
Total AUM
$126.6M
Accounts
735Discretionary
$126.6M
Accounts
735Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
308AUM
$27.9M
HNW Individual Clients
122AUM
$96.1M
Pension/Profit Sharing Plan Clients
5AUM
$755.3K
Charitable Organization Clients
5AUM
$904K
Corporation or Business Clients
1AUM
$938.9K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLKSMNNCNVTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.