Copper Beech Advisors LLC (King Of Prussia)

Copper Beech Advisors LLC is a large advisory firm based in King Of Prussia. It manages $170.95 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.

Copper Beech Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Copper Beech Advisors: assets under management

The assets under management (AUM) of Copper Beech Advisors LLC is $170.95 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9 million in discretionary accounts and $161.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.17 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Copper Beech Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Copper Beech Advisors LLC

Daniel William Geary has been acting as President since 1 Mar 2002. William Louis Kufta joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel William Geary	President	1 Mar 2002	75% - 100%	1832588
Mark Theodore Kelly	Managing member	1 Jun 2002	25% - 50%	4443072
William Louis Kufta	Managing member	1 Sep 2002	25% - 50%	2173222

Based in King Of Prussia

The principal office where Copper Beech Advisors LLC performs its advisory services is located at 500 North Gulph Road, King Of Prussia, PA 19406 2816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.