Andrew Brace, financial advisor Portland MI

Andrew Brace

CRD Number: 6365633
Current Firm: Coppell Advisory Solutions LLC

Andrew Brace (CRD# 6365633) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Portland, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fusion Capital Management Dallas, TX Dec 2018 - Current 5
Cla Usa Inc. Frisco, TX Dec 2008 - Current 15
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Andrew C. Brace
Phone Number: 866-254-4235
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    530
    MILLIONS
  • Total Number of Accounts
    5,646
    ACCOUNTS
  • Average Account Value
    $93,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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