COPPER BEECH FINANCIAL GROUP, LLC
Tel: 856-988-8300 1223 N. Church Street Moorestown, New Jersey 08057
About COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC is a Moorestown, New Jersey based financial advisory firm with nearly $112,554,400 in assets under management and provides investment advisory services for 220 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
313156
Firm SEC#:
801-121409
Assets Under Management:
$112,554,400
No. of Clients:
220
No. of Advisors:
10
Advisory Services Provided:
Financial planning services
Selection for other advisors
Other (ON-GOING CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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