COPPER HARBOR INVESTMENT ADVISORS, LLC

250 North Metro Drive
Suite A
Appleton, Wisconsin 54913
Tel: (920)441-0267

About COPPER HARBOR INVESTMENT ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	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

More Retirement Planning firms in Appleton, Wisconsin:

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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