COPPER BEECH ADVISORS, LLC
CRD #122811 SEC #801-61529 KING OF PRUSSIA, PA (610)337-4402
SEC Registered
Total AUM
$171.2M
Discretionary
$0
Employees
5
Clients
25
Accounts
153
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEARY, DANIEL, WILLIAM | I | MANAGING MEMBER | D | Control |
| KELLY, MARK, THEODORE | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 29, 2004 REGISTERED
Notice Filings (1)
PA
Address
500 NORTH GULPH ROADSUITE 101
KING OF PRUSSIA, PA 19406-2816
USA
Phone: (610)337-4402