$6.1M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
-- Orlando FL
About Copper Canyon LLC
Copper Canyon LLC is a boutique, fee-only RIA in Orlando providing fiduciary investment management and financial planning for individuals and families. Portfolios are built around ETFs with additional use of U.S. government/agency exposure as appropriate. Clients custody assets at independent brokers—commonly Charles Schwab or Interactive Brokers—with transparent fee deduction directly from the brokerage account.
Team overview
25 AVG AGE
$3.0M AVG AUM / ADVISOR
$189.8K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
Dylan Quintilone
Associate, Managing Member
- CRD
- #6732024
- Ownership
- 75% or more
Available
Available
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Paul Edward Clay
Investment Advisor Representative
- CRD
- #7145606
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,391,000 | -- |
| Non-Discretionary | $683,000 | -- |
| Total | $6,074,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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