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COPPER FINANCIAL
9777 Ridge Drive, Suite 360
Lenexa, Kansas 66219
Tel: 913-905-3600
About COPPER FINANCIAL
COPPER FINANCIAL, formally registered with the SEC as COPPER FINANCIAL. The firm was established in 04/30/2015. They have over 30 offices throughout the country.
COPPER FINANCIAL is a Lenexa, Kansas based Financial Planning firm with nearly $306,448,486 assets under management, offering retirement planning & investment advisory services to 2791 clients. The firm is staffed with 56 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168203 |
| SEC# | 801-89168 |
| Assets Managed by Firm | $306,448,486 |
| No. of Clients | 2791 |
| No. of Advisors | 56 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2791 | $306,448,486 |
| Individuals (other than high net worth individuals) | 2259 | $282,492,105 |
| High net worth individuals | 15 | $23,742,720 |
| Corporations or other businesses | 1 | $213,661 |
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|---|---|---|---|
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