Unclaimed Profile

William James Brown

COPPER BEECH TREE LLC·BLOOMFIELD HILLS, Michigan

Clean recordCOPPER BEECH TREE LLC

33 BLOOMFIELD HILLS PARKWAY, BLOOMFIELD HILLS, MI 48304CRD# 1056215Firm CRD# 151476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Brown · BLOOMFIELD HILLS, MI

Registration

CRD #1056215 · COPPER BEECH TREE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William James Brown is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with COPPER BEECH TREE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COPPER BEECH TREE LLC

COPPER BEECH WEALTH MANAGEMENT

AUM

$95M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COPPER BEECH TREE LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1056215

Firm CRD# 151476

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Brown offer?

William James Brown specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are William James Brown's credentials?

William James Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William James Brown located?

William James Brown is based in BLOOMFIELD HILLS, Michigan, working with COPPER BEECH TREE LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does William James Brown charge for services?

William James Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPER BEECH TREE LLC?

COPPER BEECH TREE LLC has approximately 4 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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