COPPERWOOD FINANCIAL, INC.
Legal name: COPPERWOOD FINANCIAL
CRD #310859 SEC #801-134875 BURR RIDGE, IL 630-581-8998
SEC Registered Disclosures
Total AUM
$108.4M
Discretionary
$108.1M
Employees
3
Clients
101
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $108.4M | $108.1M | $312K | 3 | 2 |
| Dec 2025 | $108.4M | $108.1M | $312K | 3 | 2 |
| Dec 2025 | $108.4M | $108.1M | $312K | 3 | 2 |
| Nov 2025 | $108.4M | $108.1M | $312K | 3 | 2 |
DateDec 2025
Total AUM$108.4M
Discretionary$108.1M
Non-Disc.$312K
Employees3
Clients2
DateDec 2025
Total AUM$108.4M
Discretionary$108.1M
Non-Disc.$312K
Employees3
Clients2
DateDec 2025
Total AUM$108.4M
Discretionary$108.1M
Non-Disc.$312K
Employees3
Clients2
DateNov 2025
Total AUM$108.4M
Discretionary$108.1M
Non-Disc.$312K
Employees3
Clients2