COPPER BEECH FINANCIAL GROUP, LLC of MOORESTOWN, NJ is an SEC-registered investment adviser (CRD 313156). Regulatory assets under management: $197.4M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Michael Parise | CHIEF COMPLIANCE OFFICER | — |
| John Parise | CHIEF EXECUTIVE OFFICER | — |
| Peter Raddin Moison | OWNER | — |
| PARISE MICHAEL JOHN | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PARISE JOHN JOSEPH | MANAGING MEMBER | — |
| Parise Michael | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MOISON PETER RADDIN | OWNER | — |