Copper Leaf Financial, LLC
Copper Leaf Financial, LLC (CRD# 285378) is a financial advisory firm headquartered in Williston, VT. They manage $189,173,652 in 585 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management189MILLION
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Total Number of Accounts585ACCOUNTS
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Average Account Value$323,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
NH, VT
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 23 years of experience in the finance industry.
Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has 1 year of experience in the finance industry.
Breanna Sykes (CRD# 6682801) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 6 years of experience in the finance industry.
Jacquelyn Winkler (CRD# 7373551) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 3 years of experience in the finance industry.