COPPERLEAF CAPITAL, LLC of CLOVER, SC is an SEC-registered investment adviser (CRD 117823). Regulatory assets under management: $281.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ryan Gary Peterson | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | — |
| PETERSON RYAN GARY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | — |
| HEATH JOHN RYAN | SENIOR VICE PRESIDENT AND MANAGING MEMBER; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MATHIS PENELOPE MACK | CHIEF COMPLIANCE OFFICER | — |