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Barbara Ann Grosso

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
EIGHT TOWER BRIDGE, CONSHOHOCKEN, PA 19428CRD# 4927505Firm CRD# 135822
01

About

Barbara Ann Grosso is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with COPELAND CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
COPELAND CAPITAL MANAGEMENT, LLC
COPELAND CAPITAL MANAGEMENT, LLC
AUM
$4.8B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at COPELAND CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4927505
Firm CRD# 135822
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Ann Grosso offer?
Barbara Ann Grosso specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Barbara Ann Grosso's credentials?
Barbara Ann Grosso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Ann Grosso located?
Barbara Ann Grosso is based in CONSHOHOCKEN, Pennsylvania, working with COPELAND CAPITAL MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Barbara Ann Grosso charge for services?
Barbara Ann Grosso'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 COPELAND CAPITAL MANAGEMENT, LLC?
COPELAND CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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