COPPER HARBOR INVESTMENT ADVISORS, LLC

APPLETON, Wisconsin·5 registered advisors·CRD# 169978
SEC# 801-810351(920)441-0267
01

Firm Overview

AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COPPER HARBOR INVESTMENT ADVISORS, LLC

5 registered advisors
Amy Johanna Sitter
APPLETON, Wisconsin
Jesse Lincoln Nelson
APPLETON, Wisconsin
Ramon Garrido Mateos
APPLETON, Wisconsin
Robert Joseph Moore
APPLETON, Wisconsin
Steven Nicholas Hooyman
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
5 advisors

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Data sourced from SEC Form ADV filings. COPPER HARBOR INVESTMENT ADVISORS, LLC (CRD# 169978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.