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COPPER FINANCIAL
LENEXA, KS
913-905-3600
SEC #801-89168Total AUM
$410.7M
Employees
50Clients
4,173Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9777 RIDGE DRIVE, SUITE 360
LENEXA
KS 66219
United States
LENEXA
KS 66219
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
913-905-3600
Other Offices
31
Financials
Total AUM
$410.7M
Accounts
4,987Discretionary
$410.7M
Accounts
4,987Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4,135AUM
$366M
HNW Individual Clients
30AUM
$44.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTDCFLGAIAILKSLAMAMDMNMONCNENJNYOHOKORPASCTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.