Unclaimed Profile

John R Cummings

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania

Clean recordCOPELAND CAPITAL MANAGEMENT, LLC

161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 6204568Firm CRD# 135822

Profile Verification

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

Identity

John R Cummings · CONSHOHOCKEN, PA

Registration

CRD #6204568 · COPELAND CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John R Cummings 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# 6204568

Firm CRD# 135822

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John R Cummings offer?

John R Cummings specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are John R Cummings's credentials?

John R Cummings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John R Cummings located?

John R Cummings 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 John R Cummings charge for services?

John R Cummings'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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