COPPER BEECH TREE LLC

COPPER BEECH WEALTH MANAGEMENT
BLOOMFIELD HILLS, Michigan·2 registered advisors·CRD# 151476
SEC# 801-70606248-203-2030
01

Firm Overview

AUM
$95M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COPPER BEECH TREE LLC

2 registered advisors
David Berry
BLOOMFIELD HILLS, Michigan
William James Brown
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. COPPER BEECH TREE LLC (CRD# 151476) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.