CANOPY INVESTMENT ADVISORS LLC

CANOPY INVESTMENT ADVISORS
PLYMOUTH MEETING, Pennsylvania·2 registered advisors·CRD# 156806
SEC# 801-72207610-440-4913
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CANOPY INVESTMENT ADVISORS LLC

2 registered advisors
Brent Cameron Morris
PLYMOUTH MEETING, Pennsylvania
Jacqueline Valerie Brady
PLYMOUTH MEETING, Pennsylvania
05

Office Locations

PLYMOUTH MEETING, Pennsylvania
2 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.