COPPER FINANCIAL - Financial Advisor in Kansas, Lenexa

Tel: 913-905-3600 9777 Ridge Drive, Suite 360 Lenexa, Kansas 66219

About COPPER FINANCIAL

COPPER FINANCIAL is a Lenexa, Kansas based financial advisory firm with nearly $306,448,486 in assets under management and provides investment advisory services for 2791 clients. There are currently 56 financial advisors at the firm.

General Information

Firm CRD#:

168203

Firm SEC#:

801-89168

Assets Under Management:

$306,448,486

No. of Clients:

2791

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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