| Name | Title | Ownership | Since |
|---|---|---|---|
| Cb Tree Holdings, LLC Control | Holding Company | Over 75% | 2021 |
| John Parise Control | Chief Executive Officer | Under 5% | 2021 |
| Michael Parise Control | Chief Compliance Officer | Under 5% | 2021 |
Copper Beech Financial Group, LLC reports $189.1 million in regulatory assets under management on its Form ADV.
Copper Beech Financial Group, LLC reports 9 employees.
Copper Beech Financial Group, LLC is based in Moorestown, NJ and has been SEC-registered since 2021.
Copper Beech Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1223 N. Church Street, Moorestown, NJ 08057 |
| Phone | 856-988-8300 |
| Fax | 856-988-8319 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $130.9M |
| Non-discretionary | $58.2M |
| Total (RAUM) | $189.1M |