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CANOPY INVESTMENT ADVISORS LLC
CANOPY INVESTMENT ADVISORS LLC
CANOPY INVESTMENT ADVISORS
PLYMOUTH MEETING, Pennsylvania
·
3 registered advisors
·
CRD# 156806
SEC# 801-72207
610-440-4913
01
Firm Overview
AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CANOPY INVESTMENT ADVISORS LLC
3 registered advisors
Brent Cameron Morris
PLYMOUTH MEETING, Pennsylvania
CRD# 3277579
Jacqueline Valerie Brady
PLYMOUTH MEETING, Pennsylvania
CRD# 2559023
Margaret Strait Blakey
PLYMOUTH MEETING, Pennsylvania
CRD# 2351793
05
Office Locations
PLYMOUTH MEETING, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. CANOPY INVESTMENT ADVISORS LLC (CRD# 156806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.