Be advised. This firm is no longer registered.

Coppertree®, LLC

Coppertree®, LLC (CRD# 175222) is a financial advisory firm headquartered in Worcester, MA. They manage $211,997,864 in 731 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
One Kelley Square, Suite 302, Worcester, MA 01610
https://facebook.com/coppertreema/
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $290,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, RI, TX, VT

Financial Advisors at Coppertree®, LLC
No Advisor Found.

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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