COPPERLION INVESTMENTS

COPPERLION INVESTMENTS is an SEC-registered investment adviser (CRD 171442). Regulatory assets under management: $3.8M.

Registration

• CRD: 171442
• Type: Registered investment adviser
• Phone: 435-592-5110
• Latest filing: 2026-03-28
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search