Copperlion Investments

Copperlion Investments (CRD# 171442) is a financial advisory firm headquartered in , . They manage $4,576,754 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $117,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Copperlion Investments
Showing 1 - 1 of 1 top financial advisors.
1
Brandon Henrie, financial advisor Saint George UT
Brandon D. Henrie
CRD#: 4762675
Saint George, UT

Brandon Henrie (CRD# 4762675) is an Investment Advisor Representative working at Copperlion Investments in Saint George, UT and has over 18 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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