COPPERTREE ADVISORS, LLC
CRD #137553 SEC #801-66867 CINCINNATI, OH 513-579-1440
SEC Registered
Total AUM
$50.4M
Discretionary
$0
Employees
5
Clients
10
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2007
- 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 |
|---|---|---|---|---|
| MCCONVILLE, MATTHEW, THURMAN | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CASELLA, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER, MEMBER | E | Control |
Registrations
Federal
IA
Mar 21, 2007 REGISTERED
Notice Filings (1)
OH
Address
312 PLUM STREET, SUITE 1050CINCINNATI, OH 45202
USA
Phone: 513-579-1440