COPPER LEAF FINANCIAL, LLC

33 Blair Park Road
Suite 203
Williston, Vermont 05495
Tel: 802-878-2731

About COPPER LEAF FINANCIAL, LLC

COPPER LEAF FINANCIAL, LLC, formally registered with the SEC as COPPER LEAF FINANCIAL, LLC. The firm was established in 03/26/2021. They have over 2 offices throughout the country.

COPPER LEAF FINANCIAL, LLC is a Williston, Vermont based Financial Planning firm with nearly $189,991,396 assets under management, offering retirement planning & investment advisory services to 537 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285378
SEC#	801-120617
Assets Managed by Firm	$189,991,396
No. of Clients	537
No. of Advisors	5

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	537	$189,991,396
Individuals (other than high net worth individuals)	58	$25,961,710
High net worth individuals	79	$160,925,979
Charitable organizations	21	$3,103,707

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