COPPER CANYON LLC

other names
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Adviser Profile
As of Date 01/16/2025
Adviser Type
Number of Employees 2
of those in investment advisory functions 2
Registration Florida, Approved, 02/24/2017
AUM* 4,598,200
of that, discretionary 4,212,700
Private Fund GAV* 0
Avg Account Size 158,559
% High Net Worth 12.12%
SMA’s No
Private Funds 0
Contact Info 407 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees