Sign in
Create a free account
COPPERWOOD FINANCIAL
BURR RIDGE, IL
630-581-8998
SEC #801-134875Total AUM
$119.6M
Employees
3Clients
264Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
745 MCCLINTOCK DR.
SUITE 308
BURR RIDGE
IL 60527
United States
SUITE 308
BURR RIDGE
IL 60527
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
630-581-8998
Other Offices
2
Financials
Total AUM
$119.6M
Accounts
795Discretionary
$119.3M
Accounts
793Non-Discretionary
$303K
Accounts
2
Clients
Individual Clients
216AUM
$59.2M
HNW Individual Clients
46AUM
$58.5M
Charitable Organization Clients
1AUM
$730K
Corporation or Business Clients
1AUM
$1.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeMisdemeanor Conviction ChargeOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLGAILKYNCTNTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.