COPPER BEECH FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$197,401,454
Discretionary
$141,126,817
Non-discretionary
$56,274,637
Firm details
- CRD number
- 313156
- SEC file number
- 801-121409
- Main office
- MOORESTOWN, NJ, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://copperbeechfg.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.