|
⚲
|
| Copperwood Financial Inc
✚
|
|
|---|---|
| CRD # | 310859 |
| SEC # | 801-134875 |
| CIK # | |
| AUM | $119.6 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-581-8998 |
| Address | 745 Mcclintock Dr Burr Ridge, IL 60527 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 59.2 |
| (b) Individuals (high net worth individuals) | 46 | 58.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 119.6 |
| By Discretionary | ||
| Discretionary | 793 | 119.3 |
| Non-Discretionary | 2 | 0.3 |
| Total | 795 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 795 | 119.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Glazer Capital Management LLC
✚
|
TX | 0.1 |
|
K2 Wealth Management LLC
✚
|
IL | 0.1 |
|
Pinetree Advisors Corp
✚
|
FL | 0.1 |
|
Goldman Wealth Management & Associates LLC
✚
|
CA | 0.1 |
|
Solid Point Wealth Advisors LLC
✚
|
0.1 | |
|
Chestnut Street Investment Counsel LLC
✚
|
PA | 0.1 |
|
Engage Wealth Group LLC
✚
|
IL | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
0.1 | |
|
Virtus Wealth Management LLC
✚
|
MO | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |