COPPER BEECH TREE LLC
Legal name: COPPER BEECH WEALTH MANAGEMENT
CRD #151476 SEC #801-70606 BLOOMFIELD HILLS, MI 248-203-2030
SEC Registered
Total AUM
$95.1M
Discretionary
$92.6M
Employees
4
Clients
1
Accounts
318
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $95.1M | $92.6M | $2.5M | 4 | 200 |
| Dec 2016 | $107.9M | $104.5M | $3.4M | 5 | 100 |
| Oct 2016 | $107.9M | $104.5M | $3.4M | 5 | 100 |
| Apr 2016 | $199.4M | $139M | $60.4M | 5 | 100 |
| Mar 2016 | $199.4M | $139M | $60.4M | 5 | 100 |
| Feb 2015 | $160M | $160M | $0 | 4 | 300 |
| Mar 2014 | $245M | $168M | $77M | 5 | 300 |
| Mar 2013 | $222.7M | $120M | $102.7M | 3 | 100 |
| Feb 2012 | $172.8M | $129.3M | $43.6M | 6 | 200 |
| Nov 2011 | $60M | $60M | $0 | 6 | 101 |
| Apr 2011 | $60M | $60M | $0 | 10 | -- |
| Mar 2011 | $60M | $60M | $0 | 10 | -- |
| Jul 2010 | $53.2M | $40.7M | $12.4M | 10 | -- |
| Jan 2010 | $27.9M | $27.9M | $0 | -- | -- |
| Sep 2009 | $0 | $0 | $0 | -- | -- |
DateMar 2017
Total AUM$95.1M
Discretionary$92.6M
Non-Disc.$2.5M
Employees4
Clients200
DateDec 2016
Total AUM$107.9M
Discretionary$104.5M
Non-Disc.$3.4M
Employees5
Clients100
DateOct 2016
Total AUM$107.9M
Discretionary$104.5M
Non-Disc.$3.4M
Employees5
Clients100
DateApr 2016
Total AUM$199.4M
Discretionary$139M
Non-Disc.$60.4M
Employees5
Clients100
DateMar 2016
Total AUM$199.4M
Discretionary$139M
Non-Disc.$60.4M
Employees5
Clients100
DateFeb 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$245M
Discretionary$168M
Non-Disc.$77M
Employees5
Clients300
DateMar 2013
Total AUM$222.7M
Discretionary$120M
Non-Disc.$102.7M
Employees3
Clients100
DateFeb 2012
Total AUM$172.8M
Discretionary$129.3M
Non-Disc.$43.6M
Employees6
Clients200
DateNov 2011
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees6
Clients101
DateApr 2011
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$53.2M
Discretionary$40.7M
Non-Disc.$12.4M
Employees10
Clients--
DateJan 2010
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--