Unclaimed Profile

James Louis Copell

TRUST & FIDUCIARY INCOME PARTNERS LLC·HACKENSACK, New Jersey

Clean recordTRUST & FIDUCIARY INCOME PARTNERS LLC

411 HACKENSACK AVENUE, HACKENSACK, NJ 07601CRD# 2469636Firm CRD# 283278

Profile Verification

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

Identity

James Louis Copell · HACKENSACK, NJ

Registration

CRD #2469636 · TRUST & FIDUCIARY INCOME PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Louis Copell is a registered financial advisor based in HACKENSACK, New Jersey, affiliated with TRUST & FIDUCIARY INCOME PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TRUST & FIDUCIARY INCOME PARTNERS LLC

AUM

$75M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUST & FIDUCIARY INCOME PARTNERS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2469636

Firm CRD# 283278

View on FINRA BrokerCheck →

Looking for a financial advisor in HACKENSACK?

Browse all registered financial advisors in HACKENSACK, New Jersey or claim this profile if it's yours.

Browse HACKENSACK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Louis Copell offer?

James Louis Copell specializes in Investment Management, Fee-Only Advisory. Contact their office in HACKENSACK, New Jersey for a consultation.

What are James Louis Copell's credentials?

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

Where is James Louis Copell located?

James Louis Copell is based in HACKENSACK, New Jersey, working with TRUST & FIDUCIARY INCOME PARTNERS LLC. Their office serves clients in the HACKENSACK metropolitan area and surrounding communities.

How does James Louis Copell charge for services?

James Louis Copell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUST & FIDUCIARY INCOME PARTNERS LLC?

TRUST & FIDUCIARY INCOME PARTNERS LLC has approximately 23 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →