Unclaimed Profile

Barbara Ann Grosso

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania

Clean recordCOPELAND CAPITAL MANAGEMENT, LLC

EIGHT TOWER BRIDGE, CONSHOHOCKEN, PA 19428CRD# 4927505Firm CRD# 135822

Profile Verification

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

Identity

Barbara Ann Grosso · CONSHOHOCKEN, PA

Registration

CRD #4927505 · COPELAND CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COPELAND CAPITAL MANAGEMENT, LLC

AUM

$4.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4927505

Firm CRD# 135822

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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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