Be advised. This firm is no longer registered.

Canopy Investment Advisors

Canopy Investment Advisors (CRD# 156806) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $129,630,851 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $129,630,851
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Canopy Investment Advisors
No Advisor Found.
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