COPPER LEAF FINANCIAL, LLC - Financial Advisor in Vermont, Williston

Tel: 802-878-2731 33 Blair Park Road Suite 203 Williston, Vermont 05495

About COPPER LEAF FINANCIAL, LLC

COPPER LEAF FINANCIAL, LLC is a Williston, Vermont based financial advisory firm with nearly $189,991,396 in assets under management and provides investment advisory services for 537 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

285378

Firm SEC#:

801-120617

Assets Under Management:

$189,991,396

No. of Clients:

537

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Vermont, Williston

FirmCRD#:165525

SEC#:801-97340

No. of Advisors:10

No. of Clients:606

AUM:$485,680,764

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SILVERLAKE WEALTH MANAGEMENT LLC

165525

801-97340

606

$485,680,764

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