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Building 2COPELAND WEALTH MANAGEMENT

Map pinREDLANDS, CA
Phone909-799-8565
NotebookSEC #801-61704
Total AUM
$143.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25809 BUSINESS CENTER DRIVE
SUITE F
REDLANDS
CA 92374
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
909-799-8565

ReceiptFinancials

Total AUM
$143.7M
Accounts
577
Discretionary
$143.6M
Accounts
575
Non-Discretionary
$105K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAORWA

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

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