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Copper Financial
Copper Financial was established in 2001 as a US-based wealth manager. The firm delivers investment advisory services that include financial planning and...
Overview
Copper Financial was established in 2001 as a US-based wealth manager. The firm delivers investment advisory services that include financial planning and portfolio management. It works with individuals, corporations, institutions, high-net-worth individuals, and government entities. No additional offices, team size, or recent operational events from the last 24 months appear in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
Lenexa
Corporate office
Lenexa, United States
Frequently asked questions
What services does Copper Financial provide?
The firm offers investment advisory services including financial planning, portfolio management, and wealth management.
Who are Copper Financial's clients?
Clients include individuals, corporations, institutions, high-net-worth individuals, and government entities.
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