|
⚲
|
| Copper Harbor Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 169978 |
| SEC # | 801-81035 |
| CIK # | |
| AUM | $575.0 MM (2024-03-21) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 920-441-0267 |
| Address | 250 North Metro Drive Appleton, WI 54913 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 18.0 |
| (b) Individuals (high net worth individuals) | 148 | 526.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 20.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 575.0 |
| By Discretionary | ||
| Discretionary | 218 | 574.0 |
| Non-Discretionary | 2 | 1.0 |
| Total | 220 | 575.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 575.0 | |
| Total | 220 | 575.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dorsey Wright & Associates LLC
✚
|
VA | 0.6 |
|
United Advisor Group LLC
✚
|
OH | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
Beam Wealth Advisors Inc
✚
|
LA | 0.6 |
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Duncan & Haley Ltd
✚
|
WA | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
Kaiser Partner Financial Advisors Ltd
✚
|
0.6 |