COPELAND CAPITAL MANAGEMENT, LLC

161 Washington Street
Suite 1325
Conshohocken, Pennsylvania 19428
Tel: (484) 351-3700

About COPELAND CAPITAL MANAGEMENT, LLC

COPELAND CAPITAL MANAGEMENT, LLC, formally registered with the SEC as COPELAND CAPITAL MANAGEMENT, LLC. The firm was established in 11/19/2007. They have over 1 offices throughout the country.

COPELAND CAPITAL MANAGEMENT, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $4,947,657,452 assets under management, offering retirement planning & investment advisory services to 2599 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135822
SEC#	801-68586
Assets Managed by Firm	$4,947,657,452
No. of Clients	2599
No. of Advisors	30

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2599	$4,947,657,452
Individuals (other than high net worth individuals)	1286	$320,095,176
High net worth individuals	1038	$1,170,235,104
Pension and profit sharing plans	23	$1,020,928,147
Charitable organizations	48	$374,765,549
Corporations or other businesses	184	$456,371,740

More Retirement Planning firms in Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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