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COPPERLEAF CAPITAL, LLC
5904 Six Forks Road
Suite 201
Raleigh, North Carolina 27609
Tel: 919-787-9725
About COPPERLEAF CAPITAL, LLC
COPPERLEAF CAPITAL, LLC, formally registered with the SEC as COPPERLEAF CAPITAL, LLC. The firm was established in 08/20/2014. They have over 2 offices throughout the country.
COPPERLEAF CAPITAL, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $255,083,380 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117823 |
| SEC# | 801-80179 |
| Assets Managed by Firm | $255,083,380 |
| No. of Clients | 967 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 967 | $255,083,380 |
| Individuals (other than high net worth individuals) | 198 | $51,512,656 |
| High net worth individuals | 97 | $184,559,854 |
| Corporations or other businesses | 10 | $6,958,961 |
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