161 Washington Street
Suite 1325
Conshohocken, Pennsylvania 19428
Tel: (484) 351-3700
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 $4,018,135,221 assets under management, offering retirement planning & investment advisory services to 2304 clients. The firm is staffed with 28 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135822 |
SEC# | 801-68586 |
Assets Managed by Firm | $4,018,135,221 |
No. of Clients | 2304 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2304 | $4,018,135,221 |
Individuals (other than high net worth individuals) | 1106 | $276,931,943 |
High net worth individuals | 966 | $979,330,491 |
Pension and profit sharing plans | 25 | $941,267,849 |
Charitable organizations | 38 | $220,649,454 |
Corporations or other businesses | 152 | $359,288,343 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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