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Home > Retirement Planners > new jersey > moorestown > COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC
1223 N. Church Street
Moorestown, New Jersey 08057
Tel: 856-988-8300
About COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC, formally registered with the SEC as COPPER BEECH FINANCIAL GROUP, LLC. The firm was established in 06/11/2021. They have over 2 offices throughout the country.
COPPER BEECH FINANCIAL GROUP, LLC is a Moorestown, New Jersey based Financial Planning firm with nearly $112,554,400 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313156 |
| SEC# | 801-121409 |
| Assets Managed by Firm | $112,554,400 |
| No. of Clients | 220 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Selection for other advisors
- Other (ON-GOING CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 220 | $112,554,400 |
| Individuals (other than high net worth individuals) | 49 | $5,405,236 |
| High net worth individuals | 86 | $43,297,344 |
| Pension and profit sharing plans | 3 | $3,687,816 |
| Corporations or other businesses | 23 | $22,443,799 |
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