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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Copper Harbor Investment Advisors LLC
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|---|---|
| CRD # | 169978 |
| SEC # | 801-81035 |
| CIK # | |
| AUM | $665.0 M (2025-01-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 920-441-0267 |
| Address | 250 North Metro Drive Appleton, WI 54913 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 10.0 |
| (b) Individuals (high net worth individuals) | 150 | 604.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 30.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 665.0 |
| By Discretionary | ||
| Discretionary | 228 | 665.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 228 | 665.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.0 | |
| Total | 228 | 665.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Advisory LLC
✚
|
OH | 0.7 |
|
Capital Planning LLC
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|
WA | 0.7 |
|
Flynn Zito Capital Management LLC
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NY | 0.7 |
|
Stone House Investment Management LLC
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PA | 0.7 |
|
Singer Wealth Advisors LLC
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|
Creative Capital Management Investments LLC
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|
CA | 0.7 |
|
Highline Wealth Partners LLC
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|
CA | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
Financial Insights Inc
✚
|
WA | 0.7 |
|
Strategic Planning Group LLC
✚
|
UT | 0.7 |