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John Wentling Davis

COPPER LEAF FINANCIAL, LLC·WILLISTON, Vermont
Unclaimed Profile
33 BLAIR PARK ROAD, WILLISTON, VT 05495CRD# 4307361Firm CRD# 285378
01

About

John Wentling Davis is a registered financial advisor based in WILLISTON, Vermont, affiliated with COPPER LEAF FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COPPER LEAF FINANCIAL, LLC
COPPER LEAF FINANCIAL, LLC
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COPPER LEAF FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4307361
Firm CRD# 285378
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Wentling Davis offer?
John Wentling Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLISTON, Vermont for a consultation.
What are John Wentling Davis's credentials?
John Wentling Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Wentling Davis located?
John Wentling Davis is based in WILLISTON, Vermont, working with COPPER LEAF FINANCIAL, LLC. Their office serves clients in the WILLISTON metropolitan area and surrounding communities.
How does John Wentling Davis charge for services?
John Wentling Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPER LEAF FINANCIAL, LLC?
COPPER LEAF FINANCIAL, LLC has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
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