Unclaimed Profile

Kenneth Tae Suk Lee

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania

Clean recordCOPELAND CAPITAL MANAGEMENT, LLC

161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 4962939Firm CRD# 135822

Profile Verification

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

Identity

Kenneth Tae Suk Lee · CONSHOHOCKEN, PA

Registration

CRD #4962939 · COPELAND CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth Tae Suk Lee 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

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

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# 4962939

Firm CRD# 135822

View on FINRA BrokerCheck →

Looking for a financial advisor in CONSHOHOCKEN?

Browse all registered financial advisors in CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse CONSHOHOCKEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenneth Tae Suk Lee offer?

Kenneth Tae Suk Lee specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Kenneth Tae Suk Lee's credentials?

Kenneth Tae Suk Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Tae Suk Lee located?

Kenneth Tae Suk Lee 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 Kenneth Tae Suk Lee charge for services?

Kenneth Tae Suk Lee'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →