CHARLES P. COPELAND, INC.
Legal name: THE COPELAND GROUP FINANCIAL ADVISORS
CRD #121527 SEC #801-61704 REDLANDS, CA 909-799-8565
SEC Registered
Total AUM
$104M
Discretionary
$103.9M
Employees
5
Clients
10
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $143.7M | $143.6M | $105K | 5 | -- |
| Mar 2011 | $140.9M | $140.8M | $100K | 5 | -- |
| Aug 2010 | $140.9M | $140.8M | $100K | 5 | -- |
| Mar 2006 | $121.9M | $121.9M | $0 | 5 | -- |
| Sep 2005 | $104M | $103.9M | $159K | 5 | -- |
| Jan 2005 | $95.5M | $95.4M | $161K | 5 | -- |
| Jul 2004 | $76.7M | $76.6M | $75K | 5 | -- |
DateAug 2011
Total AUM$143.7M
Discretionary$143.6M
Non-Disc.$105K
Employees5
Clients--
DateMar 2011
Total AUM$140.9M
Discretionary$140.8M
Non-Disc.$100K
Employees5
Clients--
DateAug 2010
Total AUM$140.9M
Discretionary$140.8M
Non-Disc.$100K
Employees5
Clients--
DateMar 2006
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$104M
Discretionary$103.9M
Non-Disc.$159K
Employees5
Clients--
DateJan 2005
Total AUM$95.5M
Discretionary$95.4M
Non-Disc.$161K
Employees5
Clients--
DateJul 2004
Total AUM$76.7M
Discretionary$76.6M
Non-Disc.$75K
Employees5
Clients--