COPPERPLATE CAPITAL LLC

MENLO PARK, California·3 registered advisors·CRD# 174528
SEC# 801-1301321(650) 275-4313
01

Firm Overview

AUM
$158M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at COPPERPLATE CAPITAL LLC

3 registered advisors
Edward Burke Karns
MENLO PARK, California
Laarni Parawan Deguzman
MENLO PARK, California
Sunil Kumar Gottipati
MENLO PARK, California
05

Office Locations

MENLO PARK, California
3 advisors

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Data sourced from SEC Form ADV filings. COPPERPLATE CAPITAL LLC (CRD# 174528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.