Copeland Capital Management, LLC
Copeland Capital Management, LLC (CRD# 135822) is a financial advisory firm headquartered in Conshohocken, PA. They manage $4,773,765,020 in 2,590 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management4,774MILLION
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Total Number of Accounts2,590ACCOUNTS
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Average Account Value$1,843,153
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Clayton Saltijeral (CRD# 4157556) is an Investment Advisor Representative working at Copeland Capital Management, LLC in North Aurora, IL and has over 24 years of experience in the finance industry.
Coby Schwartz (CRD# 7029123) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry.
James Spencer (CRD# 4879720) is an Investment Advisor Representative working at Copeland Capital Management, LLC in , and has over 17 years of experience in the finance industry.