COPPER LEAF FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$219,554,121
Discretionary
$219,554,121
Non-discretionary
$0
Firm details
- CRD number
- 285378
- SEC file number
- 801-120617
- Main office
- WILLISTON, VT, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.