COPPERLEAF CAPITAL, LLC
Tel: 919-787-9725 5904 Six Forks Road Suite 201 Raleigh, North Carolina 27609
About COPPERLEAF CAPITAL, LLC
COPPERLEAF CAPITAL, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $255,083,380 in assets under management and provides investment advisory services for 967 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
117823
Firm SEC#:
801-80179
Assets Under Management:
$255,083,380
No. of Clients:
967
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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