Allocator Index · CRD 285378
COPPER LEAF FINANCIAL, LLC
Williston, VT · 802-878-2731 · linkedin.com/company/copper-leaf-financial
Fit score
48
- hnw>=75+16
- aum $100M-$250M+16
- hnw_majority+8
- employees 3-60+8
HNW clients
78
Other individuals
59
HNW assets
$179.8M
Total AUM
$219.6M
Employees
4
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.