COPPER HARBOR INVESTMENT ADVISORS, LLC - Financial Advisor in Wisconsin, Appleton

Tel: (920)441-0267 250 North Metro Drive Suite A Appleton, Wisconsin 54913

About COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $665,000,000 in assets under management and provides investment advisory services for 228 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

169978

Firm SEC#:

801-81035

Assets Under Management:

$665,000,000

No. of Clients:

228

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges

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

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