COPPERWOOD FINANCIAL, INC.
Doing business as COPPERWOOD FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$119,633,000
Discretionary
$119,330,000
Non-discretionary
$303,000
Firm details
- CRD number
- 310859
- SEC file number
- 801-134875
- Main office
- BURR RIDGE, IL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.