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Brandon Estee Copeland

SALUS, LP·DENVER, Colorado
Clean recordSALUS, LP
3357 NAVAJO ST, DENVER, CO 80211CRD# 6880587Firm CRD# 291137

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Estee Copeland · DENVER, CO
Registration
CRD #6880587 · SALUS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Estee Copeland is a registered financial advisor based in DENVER, Colorado, affiliated with SALUS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SALUS, LP
SALUS, LP
AUM
$178M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6880587
Firm CRD# 291137
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Estee Copeland offer?
Brandon Estee Copeland specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Brandon Estee Copeland's credentials?
Brandon Estee Copeland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Estee Copeland located?
Brandon Estee Copeland is based in DENVER, Colorado, working with SALUS, LP. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Brandon Estee Copeland charge for services?
Brandon Estee Copeland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALUS, LP?
SALUS, LP has approximately 2 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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