Home
›
Firms
›
COPELAND CAPITAL MANAGEMENT, LLC
COPELAND CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, Pennsylvania
·
9 registered advisors
·
CRD# 135822
SEC# 801-68586
0
(484) 351-3700
01
Firm Overview
AUM
$4.8B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at COPELAND CAPITAL MANAGEMENT, LLC
9 registered advisors
Anthony William Godonis
CONSHOHOCKEN, Pennsylvania
CRD# 2776040
Barbara Ann Grosso
CONSHOHOCKEN, Pennsylvania
CRD# 4927505
David Brian Mcgonigle
CONSHOHOCKEN, Pennsylvania
CRD# 4470926
James Cameron Spencer
CONSHOHOCKEN, Pennsylvania
CRD# 4879720
Jeffrey Alan Walkenhorst
CONSHOHOCKEN, Pennsylvania
CRD# 2937234
John R Cummings
CONSHOHOCKEN, Pennsylvania
CRD# 6204568
Karen Sue Kirk
CONSHOHOCKEN, Pennsylvania
CRD# 5703579
Kenneth Tae Suk Lee
CONSHOHOCKEN, Pennsylvania
CRD# 4962939
Sofia Rosala
CONSHOHOCKEN, Pennsylvania
CRD# 3184911
05
Office Locations
CONSHOHOCKEN, Pennsylvania
9 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. COPELAND CAPITAL MANAGEMENT, LLC (CRD# 135822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.