|
⚲
|
| Keyboard |
| Copper Financial Network LLC
✚
|
|
|---|---|
| CRD # | 168203 |
| SEC # | 801-89168 |
| CIK # | |
| AUM | 410.7 M (2026-06-15) |
| Employees | 50 (88% Investors, 90% Brokers) |
| Phone | 913-905-3600 |
| Address | 9777 Ridge Drive, Suite 360 Lenexa, KS 66219 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,135 | 366.0 |
| (b) Individuals (high net worth individuals) | 30 | 44.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,987 | 410.7 |
| By Discretionary | ||
| Discretionary | 4,987 | 410.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,987 | 410.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 404.4 | |
| Total | 4,987 | 410.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 559 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Castleview Partners LLC
✚
|
TX | 416.9 M |
|
SGL Financial LLC
✚
|
IL | 416.0 M |
|
Goodman Advisory Group LLC
✚
|
MA | 415.5 M |
|
Grove Street Fiduciary LLC
✚
|
NH | 413.2 M |
|
Grandview Asset Management LLC
✚
|
PA | 411.7 M |
|
Access Financial Resources Inc
✚
|
OK | 410.6 M |
|
KOM Wealth Management Group LLC
✚
|
WI | 407.8 M |
|
Henderson Brothers Financial Partners LLC
✚
|
PA | 406.8 M |
|
Guerra Advisors Inc
✚
|
FL | 406.2 M |
|
Naples Asset Management Co LLC
✚
|
NC | 404.3 M |