Unclaimed Profile

Jeffrey Alan Walkenhorst

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania

Clean recordCOPELAND CAPITAL MANAGEMENT, LLC

161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 2937234Firm CRD# 135822

Profile Verification

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

Identity

Jeffrey Alan Walkenhorst · CONSHOHOCKEN, PA

Registration

CRD #2937234 · COPELAND CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Alan Walkenhorst 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# 2937234

Firm CRD# 135822

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Alan Walkenhorst offer?

Jeffrey Alan Walkenhorst specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Jeffrey Alan Walkenhorst's credentials?

Jeffrey Alan Walkenhorst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Walkenhorst located?

Jeffrey Alan Walkenhorst 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 Jeffrey Alan Walkenhorst charge for services?

Jeffrey Alan Walkenhorst'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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