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
By the Numbers
-
Total Assets Under Management70MILLION
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Total Number of Accounts485ACCOUNTS
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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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IL, KY, TX
Financial Advisors at Copperwood Financial
1
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.
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