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Building 2CANOPY INVESTMENT ADVISORS

Map pinPLYMOUTH MEETING, PA
Phone610-440-4913
NotebookSEC #801-72207
Total AUM
$129.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 WEST GERMANTOWN PIKE
SUITE 301
PLYMOUTH MEETING
PA 19462
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
610-440-4913

ReceiptFinancials

Total AUM
$129.6M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$129.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NYPA

HandshakeAffiliates

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

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