Copper Beech Financial Group, LLC

Copper Beech Financial Group, LLC (CRD# 313156) is a financial advisory firm headquartered in Moorestown, NJ. They manage $112,554,400 in 220 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1223 N. Church Street, Moorestown, NJ 08057
https://copperbeechfg.com/
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $511,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NC, NJ, PA, PR, WY

Financial Advisors at Copper Beech Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cody Baldwin, financial advisor Moorestown NJ
Cody Baldwin
CRD#: 7255073
1223 N. Church Street, Moorestown, NJ 08057

Cody Baldwin (CRD# 7255073) is an Investment Advisor Representative working at Copper Beech Financial Group, LLC in Moorestown, NJ and has 1 year 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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