COPPER HARBOR INVESTMENT ADVISORS, LLC is a APPLETON, Wisconsin based financial advisory firm with nearly $665,000,000 in assets under management and provides investment advisory services for 228 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 169978 | |
| SEC#: | 801-81035 | |
| Assets under Management: | $665,000,000 | |
| No. of Clients: | 228 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Publication of periodicals and newsletters | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HARBOUR INVESTMENTS, INC. | 19258 | 801-29185 | 33564 | 228 | $6,101,862,276 |
| ORGEL WEALTH MANAGEMENT, LLC | 168219 | 801-78284 | 10031 | 78 | $7,104,580,359 |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | 801-72887 | 6508 | 105 | $593,801,273 |
| ADVISORS MANAGEMENT GROUP INC | 113020 | 801-33545 | 4689 | 17 | $614,523,209 |
| VANTAGE FINANCIAL PARTNERS, LLC | 315828 | 801-122083 | 4115 | 22 | $612,105,943 |
| GENEVA CAPITAL MANAGEMENT LLC | 105432 | 801-28444 | 3835 | 21 | $5,841,894,931 |
| HECK CAPITAL ADVISORS, LLC | 143848 | 801-67872 | 3566 | 20 | $6,656,170,303 |
| ROSEMEYER MANAGEMENT GROUP | 310363 | 801-119774 | 3202 | 16 | $691,857,332 |
| BKM WEALTH MANAGEMENT | 323928 | 801-127026 | 1934 | 8 | $582,015,571 |
| OARSMAN CAPITAL, INC | 109993 | 801-60988 | 1628 | 14 | $703,305,206 |
| PJS INVESTMENT MANAGEMENT | 104701 | 801-16815 | 1260 | 15 | $720,326,130 |
| SPECTRUM INVESTMENT ADVISORS, INC. | 108669 | 801-56966 | 986 | 22 | $724,823,216 |
| COPPER HARBOR INVESTMENT ADVISORS, LLC | 169978 | 801-81035 | 228 | 6 | $665,000,000 |
| NICHOLAS CO INC | 108347 | 801-4658 | 13 | 17 | $6,320,548,103 |
| RIVER1 ASSET MANAGEMENT LLC | 329230 | 801-129274 | 1 | 5 | $60,746,010 |