COPPERTREE?, LLC
COPPERTREE?, LLC of WORCESTER, MA is an SEC-registered investment adviser (CRD 175222). Regulatory assets under management: $212.0M.
Registration
- CRD: 175222
- SEC file number: 801-83167
- Type: Registered investment adviser
- Location: ONE KELLEY SQUARE, SUITE 302, WORCESTER, MA, 01610
- Phone: (508) 719-8510
- Latest filing: 2021-06-23
- Regulatory AUM: $212.0M
- Discretionary AUM: $177.8M
- Non-discretionary AUM: $34.2M
- Clients: 4
- Accounts: 731
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WAITKEVICH ADAM ANTHONY | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
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