COPPERTREE?, LLC

WORCESTER, Massachusetts·1 registered advisor·CRD# 175222

SEC# 801-831670(508) 719-8510

Firm Overview

AUM

$212M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at COPPERTREE?, LLC

1 registered advisor

Adam Anthony Waitkevich

WORCESTER, Massachusetts

CRD# 4735172

Office Locations

WORCESTER, Massachusetts

1 advisor

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Data sourced from SEC Form ADV filings. COPPERTREE?, LLC (CRD# 175222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.