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Building 2COPPERTREE?, LLC

Map pinWORCESTER, MA
Phone(508) 719-8510
NotebookSEC #801-83167
Total AUM
$212M
Employees
4
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE KELLEY SQUARE
SUITE 302
WORCESTER
MA 01610
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(508) 719-8510

ReceiptFinancials

Total AUM
$212M
Accounts
731
Discretionary
$177.8M
Accounts
719
Non-Discretionary
$34.2M
Accounts
12

ContactClients

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Individual Clients
296
AUM
$58.2M
HNW Individual Clients
64
AUM
$112.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$5.3M
Corporation or Business Clients
12
AUM
$34.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYRITXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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