Allocator Index · CRD 335796
COPPERLINE WEALTH MANAGEMENT & PLANNING
Cody, WY · 307-586-1880 · copperlinewealth.com
Fit score
40
- hnw>=75+16
- aum $100M-$250M+16
- employees 3-60+8
HNW clients
122
Other individuals
308
HNW assets
$96.1M
Total AUM
$126.6M
Employees
3
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.