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).
Current Firm Details
Canopy Investment Advisors
By the Numbers
-
Total Assets Under Management130MILLION
-
Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
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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