Cope Private Wealth

Cope Private Wealth (CRD# 309351) is a financial advisory firm headquartered in Birmingham, AL. They manage $60,000,000 in 231 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

3300 Cahaba Road, Suite 201, Birmingham, AL 35223

https://www.linkedin.com/company/cope-private-wealth

By the Numbers

Total Assets Under Management

60

MILLION
Total Number of Accounts

231

ACCOUNTS
Average Account Value

$259,740

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Cope Private Wealth

Showing 1 - 2 of 2 top financial advisors.

Duke P. Cope

CRD#: 1643007

3300 Cahaba Road, Suite 201, Birmingham, AL 35223

Duke Cope (CRD# 1643007) is an Investment Advisor Representative working at Cope Private Wealth in Birmingham, AL and has over 36 years of experience in the finance industry.

Robert P. Cope

CRD#: 6651051

3300 Cahaba Road, Suite 201, Birmingham, AL 35223

Robert Cope (CRD# 6651051) is an Investment Advisor Representative working at Cope Private Wealth in Birmingham, AL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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