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COPPER LEAF FINANCIAL, LLC
COPPER LEAF FINANCIAL, LLC
WILLISTON, Vermont
·
3 registered advisors
·
CRD# 285378
SEC# 801-120617
1
802-878-2731
01
Firm Overview
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COPPER LEAF FINANCIAL, LLC
3 registered advisors
Bret Lyn Hodgdon
WILLISTON, Vermont
CRD# 5605497
John Wentling Davis
WILLISTON, Vermont
CRD# 4307361
Michael Lindus Thompson
WILLISTON, Vermont
CRD# 2999208
05
Office Locations
WILLISTON, Vermont
3 advisors
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Data sourced from SEC Form ADV filings. COPPER LEAF FINANCIAL, LLC (CRD# 285378) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.