COPPER LEAF FINANCIAL, LLC of WILLISTON, VT is an SEC-registered investment adviser (CRD 285378). Regulatory assets under management: $219.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Wentling Davis | SHAREHOLDER | — |
| Bret Lyn Hodgdon | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |
| THOMPSON MICHAEL LINDUS | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | — |
| DAVIS JOHN WENTLING | SHAREHOLDER | — |
| HODGDON BRET LYN | CHIEF COMPLIANCE OFFICER, SHAREHOLDER; SHAREHOLDER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| RUTLAND | VT | 4 | 802-878-2731 |
| RUTLAND | VT | 4 | 802-878-2731 |