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Copper Leaf Financial, LLC
COPPER LEAF FINANCIAL, LLC is an SEC-registered investment adviser in Williston, VT, registered since 2021. The firm manages approximately $220 million in...
Overview
COPPER LEAF FINANCIAL, LLC is an SEC-registered investment adviser in Williston, VT, registered since 2021. The firm manages approximately $220 million in regulatory assets. It employs 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Copper Leaf Financial?
No named investment professionals or decision-makers have been publicly identified for Copper Leaf Financial. The firm's principals have not been disclosed in regulatory filings, press coverage, or professional databases.
What is the wealth origin behind Copper Leaf Financial?
The source of the underlying wealth for Copper Leaf Financial has not been publicly disclosed. No family name, industry origin, or business history has been linked to the entity in accessible records.
Is Copper Leaf Financial affiliated with any larger financial institution?
No public information links Copper Leaf Financial to a parent company, registered advisor, or known financial group. It operates as a standalone limited liability company.
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