Copeland Capital Management, LLC

Copeland Capital Management, LLC (CRD# 135822) is a financial advisory firm headquartered in Conshohocken, PA. They manage $4,773,765,020 in 2,590 accounts and serve the financial needs of clients across 44 states (or territories).

Current Firm Details
161 Washington Street, Suite 1325, Conshohocken, PA 19428
http://www.copelandfunds.com
By the Numbers
  • Total Assets Under Management
    4,774
    MILLION
  • Total Number of Accounts
    2,590
    ACCOUNTS
  • Average Account Value
    $1,843,153
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Copeland Capital Management, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Clayton Saltijeral, financial advisor North Aurora IL
Clayton J. Saltijeral
CRD#: 4157556
2311 Orr Court, North Aurora, IL 60542

Clayton Saltijeral (CRD# 4157556) is an Investment Advisor Representative working at Copeland Capital Management, LLC in North Aurora, IL and has over 23 years of experience in the finance industry.

12
Coby Schwartz, financial advisor Conshohocken PA
Coby J. Schwartz
CRD#: 7029123
161 Washington Street, Suite 1325, Conshohocken, PA 19428

Coby Schwartz (CRD# 7029123) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry.

13
James Spencer, financial advisor
James C. Spencer
CRD#: 4879720
,

James Spencer (CRD# 4879720) is an Investment Advisor Representative working at Copeland Capital Management, LLC in , and has over 17 years of experience in the finance industry.

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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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