Copperwood Financial

Copperwood Financial (CRD# 310859) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $70,250,000 in 485 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
745 Mcclintock Dr., Suite 308, Burr Ridge, IL 60527
https://copperwoodfinancial.com/
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $144,845
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IL, KY, TX

Financial Advisors at Copperwood Financial
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Gatz, financial advisor Burr Ridge IL
Lawrence E. Gatz
CRD#: 6245962
745 Mcclintock Dr., Suite 308, Burr Ridge, IL 60527

Lawrence Gatz (CRD# 6245962) is an Investment Advisor Representative working at Copperwood Financial in Burr Ridge, IL and has over 12 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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