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COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD 169978 · SEC 801-81035
250 NORTH METRO DRIVE, SUITE A, APPLETON, WI, 54913, United States
Phone
(920)441-0300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$805.0M
Discretionary AUM
$805.0M
Team
6 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $48.0M |
| High net worth individuals | 120 | $700.0M |
| Pension/profit sharing plans | 14 | $40.0M |
| Charitable organizations | 2 | $5.0M |
| Corporations/business entities | 8 | $12.0M |
States served
CO, IL, OR, WI
All web addresses on file
Official SEC filing: View on IAPD