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Building 2COPPER HARBOR INVESTMENT ADVISORS, LLC

Map pinAPPLETON, WI
Phone(920)441-0300
NotebookSEC #801-81035
Total AUM
$805M
Employees
6
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 NORTH METRO DRIVE
SUITE A
APPLETON
WI 54913
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(920)441-0300
Other Offices
1

ReceiptFinancials

Total AUM
$805M
Accounts
250
Discretionary
$805M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
106
AUM
$48M
HNW Individual Clients
120
AUM
$700M
Pension/Profit Sharing Plan Clients
14
AUM
$40M
Charitable Organization Clients
2
AUM
$5M
Corporation or Business Clients
8
AUM
$12M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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