SEC Form ADV

COPPER HARBOR INVESTMENT ADVISORS, LLC

Registered Investment AdviserWI
$805.0M
Assets Under Management
250
Total Clients
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Registration Details

Accession
CRD-169978
Location
APPLETON, WI
Filing Date
March 11, 2026
AUM
$805.0M
Total Clients
250
Amendment
No

About this Adviser

COPPER HARBOR INVESTMENT ADVISORS, LLC is a registered investment adviser headquartered in APPLETON, WI, managing approximately $805.0M in assets across 250 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.