COPIA FINANCIAL SOLUTIONS, INC.

COPIA FINANCIAL SOLUTIONS, INC. is an SEC-registered investment adviser (CRD 123886).

Registration

• CRD: 123886
• Type: Registered investment adviser
• Phone: 847-776-7526
• Latest filing: 2016-11-23
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123886 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search