CANOPY PARTNERS
Tel: 513-404-2604 3825 Edwards Road Suite 420 Cincinnati, Ohio 45209
About CANOPY PARTNERS
CANOPY PARTNERS is a Cincinnati, Ohio based financial advisory firm with nearly $596,754,804 in assets under management and provides investment advisory services for 297 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
324812
Firm SEC#:
801-127366
Assets Under Management:
$596,754,804
No. of Clients:
297
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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