COPPER FINANCIAL is a Lenexa, Kansas based financial advisory firm with nearly $294,345,172 in assets under management and provides investment advisory services for 2187 clients. There are currently 46 financial advisors at the firm.
General Information |
| Firm CRD#: | 168203 | |
| SEC#: | 801-89168 | |
| Assets under Management: | $294,345,172 | |
| No. of Clients: | 2187 | |
| No. of Advisors: | 46 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FINANCIAL PARTNERS GROUP, INC. | 288644 | 801-111662 | 2737 | 9 | $716,595,144 |
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | 801-80159 | 2038 | 32 | $364,803,551 |
| KEEN WEALTH ADVISORS | 170293 | 801-79725 | 1927 | 18 | $780,517,070 |
| ENDEAVOR PRIVATE WEALTH, INC. | 313053 | 801-120702 | 1575 | 3 | $273,016,291 |
| CANVAS WEALTH ADVISORS, LLC | 306343 | 801-117767 | 1276 | 9 | $491,985,186 |
| MATTERN WEALTH MANAGEMENT LLC | 304520 | 801-116993 | 1210 | 4 | $463,270,693 |
| SEARCY FINANCIAL SERVICES, INC. | 105807 | 801-16377 | 993 | 7 | $364,279,157 |
| ASPIRE WEALTH MANAGEMENT | 311368 | 801-125017 | 943 | 6 | $108,430,500 |
| TWO WEST CAPITAL ADVISORS LLC | 154543 | 801-76551 | 394 | 16 | $2,079,972,987 |
| TC ADVISORS LTD. | 290891 | 801-123372 | 306 | 5 | $129,955,157 |
| WESTWARD INVESTMENT ADVISORY | 281742 | 801-118800 | 46 | 5 | $288,520,837 |
| PHD RETIREMENT CONSULTING | 304989 | 801-117154 | 26 | 5 | $120,605,551 |
| WHETSTONE CAPITAL ADVISORS | 155414 | 801-79507 | 5 | 6 | $534,690,999 |
| GREAT RANGE CAPITAL, LLC | 164294 | 801-126165 | 3 | 10 | $225,645,686 |
| SPARI, INC. | 226780 | 801-100410 | 0 | 3 | $0 |
| TFB ADVISORS, LLC | 321870 | 801-126142 | 0 | 7 | $0 |