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CRD#: 334108
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for COPPER BEECH CAPITAL LLC Comes From

Understanding the Statistics for COPPER BEECH CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1223 N Church Street, Moorestown, NJ 08057
Mailing Address
1223 N Church Street, Moorestown, NJ 08057
Firm Size
Small
Phone Number
(856) 988-8300
Established
New Jersey since 06/14/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PARISE, JOHNMEMBER OWNER1401779
PARISE, MICHAELCEO, CCO5749379
SHEA, THOMAS EDWARDFINOP, CFO2299633

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Advisor's working at COPPER BEECH CAPITAL LLC

JP

John Parise

John J Parise, John Joseph Parise
IAR
RR
CRD#: 1401779
Location:
Moorestown, NJ 08057

Registered Affiliation(s):COPPER BEECH FINANCIAL GROUP, LLC

Disclosures:
Experience:
40 years
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