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Copper Leaf Financial, LLC

● SEC registered since 2021CRD 285378SEC# 801-120617Williston, VT
Export (members)
Reg. AUM
$190M
Employees
5
Accounts
537
Location
Williston, VT

Copper Leaf Financial, LLC assets under management

Copper Leaf Financial, LLC operates as an SEC-registered investment adviser based in Williston, VT. The firm has been registered since 2021. It reports $190 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/copper-leaf-financialView on SEC.gov ↗

Copper Leaf Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bret Lyn Hodgdon ControlChief Compliance Officer, Shareholder25-50%2015
John Wentling Davis ControlShareholderOver 75%2015

Frequently asked questions

How much does Copper Leaf Financial, LLC manage?

Copper Leaf Financial, LLC reports $190 million in regulatory assets under management on its Form ADV.

How many employees does Copper Leaf Financial, LLC have?

Copper Leaf Financial, LLC reports 5 employees.

Where is Copper Leaf Financial, LLC located?

Copper Leaf Financial, LLC is based in Williston, VT and has been SEC-registered since 2021.

Does Copper Leaf Financial, LLC disclose fund performance?

Copper Leaf Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 Blair Park Road, Suite 203, Williston, VT 05495
Phone802-878-2731
Office hours8:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190M
Non-discretionary$0
Total (RAUM)$190M