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RANDY L. COPUS AND ASSOCIATES,LLC
RANDY L. COPUS & ASSOCIATES LLC.
CRD 122988
180 SOUTH MAIN STREET, LAKEVIEW, OH, 43331, United States
Phone
419-425-5433
Fax
937-565-4775
Registration
— (—)
Source
State registered
Total AUM
$34.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; 12B-1 FEES
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $34.0M |
All web addresses on file
Official SEC filing: View on IAPD