RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
MAY
Registration Date
--
Latest Filing
Sep 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COPELAND, CHARLES, LIPRESIDENTC Control
COPELAND, CHARLES, LIPRESIDENTC Control
COPELAND, CHARLES, LAWRENCEIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
COPELAND, CHARLES, LAWRENCEIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
COPELAND, CHARLES, LAWRENCEIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
COPELAND, CHARLES, LAWRENCEIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
COPELAND, CHARLES, LAWRENCEIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
COPELAND, CHARLES, PIVICE-PRESIDENTC Control
COPELAND, CHARLES, PIOWNERC Control
COPELAND, CHARLES, PIVICE-PRESIDENTC Control
COPELAND, CHARLES, PIOWNERC Control
COPELAND, CHARLES, PIVICE-PRESIDENTC Control
COPELAND, CHARLES, PIVICE-PRESIDENTC Control
COPELAND, CHARLES, PIOWNERC Control
MINNERLY, JEANNEISECRETARYC Control
MINNERLY, JEANNEISECRETARYC Control
MINNERLY, JEANNEISECRETARYC Control
MINNERLY, JEANNEISECRETARYC Control
MINNERLY, JEANNE, CAROLEISECRETARY/FINANCIAL ADVISORC Control
MINNERLY, JEANNE, CAROLEISECRETARY/FINANCIAL ADVISORC Control
MINNERLY, JEANNE, CAROLEISECRETARY/FINANCIAL ADVISORC Control

Registrations

Federal

IA
Sep 7, 2005 REGISTERED

Notice Filings (3)

CA OR WA

Address

25809 BUSINESS CENTER DRIVE
SUITE F
REDLANDS, CA 92374
USA
Phone: 909-799-8565