← Back to searchVisit website
COPPER BEECH ADVISORS, LLC
CRD 151496
5 GREAT VALLEY PARKWAY, SUITE 210, MALVERN, PA, 19355, United States
Phone
610-647-4014
Fax
484-872-1457
Registration
— (—)
Source
State registered
Total AUM
$77.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $26.6M |
| High net worth individuals | 25 | $51.3M |
All web addresses on file
Official SEC filing: View on IAPD