Coppell Advisory Solutions LLC
Coppell Advisory Solutions LLC (CRD# 156549) is a financial advisory firm headquartered in Dallas, TX. They manage $849,564,866 in 7,997 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management850MILLION
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Justin Koehler (CRD# 5769143) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Thomas Machowski (CRD# 2133107) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 2 years of experience in the finance industry.
Dominick Messina (CRD# 2796881) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Metairie, LA and has over 24 years of experience in the finance industry.
Dustin Mitchell (CRD# 5338340) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 2 years of experience in the finance industry.
Charles Nguyen (CRD# 6326161) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 3 years of experience in the finance industry.
Cecilia Pena (CRD# 5472028) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has 1 year of experience in the finance industry.
Nicolas Pesci (CRD# 5844843) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Orem, UT and has over 3 years of experience in the finance industry.
Julio Pompa-Sinohui (CRD# 4643149) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 19 years of experience in the finance industry.
Roy Ramos (CRD# 2507211) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Matthew Rowley (CRD# 7274986) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Reno, NV and has over 3 years of experience in the finance industry.