COPPELL ADVISORY SOLUTIONS LLC

9111 Cypress Waters Blvd Suite 140
Dallas, Texas 75019
Tel: 817-888-8020

About COPPELL ADVISORY SOLUTIONS LLC

COPPELL ADVISORY SOLUTIONS LLC, formally registered with the SEC as COPPELL ADVISORY SOLUTIONS LLC. The firm was established in 02/28/2011. They have over 25 offices throughout the country.

COPPELL ADVISORY SOLUTIONS LLC is a Dallas, Texas based Financial Planning firm with nearly $849,564,866 assets under management, offering retirement planning & investment advisory services to 7997 clients. The firm is staffed with 76 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156549
SEC#	801-72171
Assets Managed by Firm	$849,564,866
No. of Clients	7997
No. of Advisors	76

Fee Structure

A percentage of AUM
Hourly charges
Fixed 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	7997	$849,564,866
Individuals (other than high net worth individuals)	7878	$642,474,718
High net worth individuals	119	$207,090,148

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