COPIA WEALTH MANAGEMENT
Tel: 541-647-2545 572 Sw Bluff Drive #100 Bend, Oregon 97702
About COPIA WEALTH MANAGEMENT
COPIA WEALTH MANAGEMENT is a Bend, Oregon based financial advisory firm with nearly $122,808,687 in assets under management and provides investment advisory services for 757 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
281873
Firm SEC#:
801-131499
Assets Under Management:
$122,808,687
No. of Clients:
757
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
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