SEC CRD #801-81035
Copper Harbor Investment Advisors is an independent investment management firm based in Wisconsin providing wealth management, financial planning, and institutional services with $665MM in assets under management across 228 clients in 21 states.
JESSE NELSON
PARTNER, MEMBER, CCO
📞 (920) 441-0300
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AUM
$805M
Check Size
$665M–$665M
Location
APPLETON, WI
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