Copper Harbor Investment Advisors, LLC
Copper Harbor Investment Advisors, LLC (CRD# 169978) is a financial advisory firm headquartered in Appleton, WI. They manage $575,000,000 in 220 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management575MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$2,613,636
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, IL, NY, OR, WI
Ramon Garrido Mateos (CRD# 6874145) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 6 years of experience in the finance industry.
Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 20 years of experience in the finance industry.
Robert Moore (CRD# 6444899) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 8 years of experience in the finance industry.
Jesse Nelson (CRD# 5134055) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 18 years of experience in the finance industry.
Amy Sitter (CRD# 2233146) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 31 years of experience in the finance industry.