CANOPY PARTNERS

3825 Edwards Road
Suite 420
Cincinnati, Ohio 45209
Tel: 513-404-2604

About CANOPY PARTNERS

CANOPY PARTNERS, formally registered with the SEC as CANOPY PARTNERS. The firm was established in 02/21/2023. They have over 1 offices throughout the country.

CANOPY PARTNERS is a Cincinnati, Ohio based Financial Planning firm with nearly $596,754,804 assets under management, offering retirement planning & investment advisory services to 297 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324812
SEC#	801-127366
Assets Managed by Firm	$596,754,804
No. of Clients	297
No. of Advisors	7

Fee Structure

A percentage of AUM
Subscription fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	297	$596,754,804
High net worth individuals	8	$596,754,804

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