CHARLES P. COPELAND, INC.

CHARLES P. COPELAND, INC. of REDLANDS, CA is an SEC-registered investment adviser (CRD 121527). Regulatory assets under management: $143.7M.

Registration

• CRD: 121527
• SEC file number: 801-61704
• Type: Registered investment adviser
• Location: 25809 BUSINESS CENTER DRIVE, SUITE F, REDLANDS, CA, 92374
• Phone: 909-799-8565
• Latest filing: 2011-08-25
• Regulatory AUM: $143.7M
• Discretionary AUM: $143.6M
• Non-discretionary AUM: $105K
• Clients: 1
• Accounts: 577

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• CRD 121527 on SEC IAPD (source of record)
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