COPPER HARBOR INVESTMENT ADVISORS, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
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