R
CRD: 122988
Randy L. Copus AND ASSOCIATES,LLC
$34.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
144 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2002
- Office Locations
- 2
Office Locations
180 South Main Street Lakeview OH
406 Tiffin Avenue P.o. BOX 149 Findlay OH
About Randy L. Copus AND ASSOCIATES,LLC
Randy L. Copus AND ASSOCIATES,LLC is a Lakeview-based RIA with 2 offices. The firm has been operating for 23 years. Managing $34.0M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$34.0M AVG AUM / ADVISOR
$236.1K AVG AUM / CLIENT
16.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JASON MICHAEL FAULDER
Financial Advisor, Owner, President
- CRD
- #6372888
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RANDY LYNN COPUS
Financial Advisor, General Partner
- CRD
- #1003478
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,000,000 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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