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- Custodian
- Apex
- Clients
- Retail
- Platforms
- AlphaOak peak +more
- Established Date
- 07-01-2008
- Office Locations
- 18
Office Locations
About Copper Financial
Copper Financial Network is an SEC-registered RIA, FINRA broker-dealer, and state-registered insurance agency delivering investing and financial planning for credit union members nationwide. It supports both digital investing and advisor-led relationships for more complex needs, and only partners with credit unions as a CommunityAmerica Credit Union–owned CUSO. Solutions are commonly implemented via mutual funds and ETFs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRACY CHRISTIAN
--
- CRD
- --
- Ownership
- Less than 5%
Michael James Dehner
Director, Financial Operations Principal
- CRD
- #7334680
- Ownership
- Less than 5%
Insight meridian
Pioneer zenith crest
- CRD
- #87316
- Ownership
- 45.4%
Showing 2 of 7 owners & executives
Unlock allContacts
SCOTT CHRISTOPHER ADAMS
Advisor
- CRD
- #2279746
TAYLOR BRIANNE AHERN
Advisor
- CRD
- #5926523
Delta fusion
Capital momentum
- CRD
- #60236
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,682,447 | $82,351 |
| Non-Discretionary | $0 | -- |
| Total | $410,682,447 | $82,351 |
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Separately Managed Accounts
Total SMA Asset: $410,682,447
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,147,694,816 | 28.2% |
| Equity - Exchange | $1,911,600,705 | 25.1% |
| Cash | $3,556,643,543 | 46.7% |
| Total | $7,615,939,064 | 100.0% |