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David Brian Mcgonigle

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 4470926Firm CRD# 135822
01

About

David Brian Mcgonigle 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# 4470926
Firm CRD# 135822
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Brian Mcgonigle offer?
David Brian Mcgonigle specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are David Brian Mcgonigle's credentials?
David Brian Mcgonigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brian Mcgonigle located?
David Brian Mcgonigle 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 David Brian Mcgonigle charge for services?
David Brian Mcgonigle'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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