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James Louis Copell

TRUST & FIDUCIARY INCOME PARTNERS LLC·HACKENSACK, New Jersey
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411 HACKENSACK AVENUE, HACKENSACK, NJ 07601CRD# 2469636Firm CRD# 283278
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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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
TRUST & FIDUCIARY INCOME PARTNERS LLC
TRUST & FIDUCIARY INCOME PARTNERS LLC
AUM
$75M
Regulatory assets under management
Employees
23
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2469636
Firm CRD# 283278
No disclosures on file
View on FINRA BrokerCheck →

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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.
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