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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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