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COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156 · SEC 801-121409
1223 N. CHURCH STREET, MOORESTOWN, NJ, 08057, United States
Phone
856-988-8300
Fax
856-988-8319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.4M
Discretionary AUM
$141.1M
Team
9 total employees; 4 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersON-GOING CONSULTING SERVICES, FINANCIAL AUDIT, FAMILY OFFICE, AND UPTIQ TREASURY & CREDIT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $21.6M |
| High net worth individuals | 60 | $86.8M |
| Pension/profit sharing plans | 27 | $6.9M |
| Insurance companies | 35 | $59.0M |
| Corporations/business entities | 21 | $23.1M |
States served
AZ, CA, NJ, NC, PA, PR, WY, TX, FL
All web addresses on file
- https://copperbeechfg.com
- https://www.facebook.com/people/Copper-Beech-Financial-Group-LLC/100058790952684/
- https://www.linkedin.com/company/copper-beech-financial-group-llc/
- https://www.linkedin.com/in/michael-j-parise
- https://www.linkedin.com/in/john-j-parise-ab163518
- https://www.linkedin.com/in/cody-baldwin?original_referer=https%3A%2F%2Fwww.bing.com%2F
Official SEC filing: View on IAPD