CANOPY WEALTH MANAGEMENT
Tel: 608-662-9018 8215 Greenway Boulevard Suite 540 Middleton, Wisconsin 53562
About CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT is a Middleton, Wisconsin based financial advisory firm with nearly $1,474,786,629 in assets under management and provides investment advisory services for 4059 clients. There are currently 20 financial advisors at the firm.
General Information
Firm CRD#:
297717
Firm SEC#:
801-113774
Assets Under Management:
$1,474,786,629
No. of Clients:
4059
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
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