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Building 2COPPERTREE ADVISORS, LLC

Map pinCINCINNATI, OH
Phone513-579-1440
NotebookSEC #801-66867
Total AUM
$50.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 PLUM STREET, SUITE 1050
CINCINNATI
OH 45202
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513-579-1440

ReceiptFinancials

Total AUM
$50.4M
Accounts
22
Discretionary
$0
Accounts
0
Non-Discretionary
$50.4M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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