CANOPY WEALTH MANAGEMENT - Financial Advisor in Wisconsin, Middleton

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges

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