250 North Metro Drive
Suite A
Appleton, Wisconsin 54913
Tel: (920)441-0267
COPPER HARBOR INVESTMENT ADVISORS, LLC, formally registered with the SEC as COPPER HARBOR INVESTMENT ADVISORS, LLC. The firm was established in 02/26/2015. They have over 2 offices throughout the country.
COPPER HARBOR INVESTMENT ADVISORS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $665,000,000 assets under management, offering retirement planning & investment advisory services to 228 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169978 |
SEC# | 801-81035 |
Assets Managed by Firm | $665,000,000 |
No. of Clients | 228 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 228 | $665,000,000 |
Individuals (other than high net worth individuals) | 56 | $10,000,000 |
High net worth individuals | 150 | $604,000,000 |
Pension and profit sharing plans | 12 | $30,000,000 |
Corporations or other businesses | 10 | $21,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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