Copperleaf Capital LLC
Legal Name: COPPERLEAF CAPITAL, LLC
Full Contact Details
Copperleaf Capital LLC
5904 SIX FORKS ROAD, SUITE 201, RALEIGH, NC
919-787-9725
919-787-9727
Other Info
Copperleaf Capital, LLC is a North Carolina-based limited liability company with a team of eight professionals, four of whom are advisors. Although the number of clients is unknown, the firm is registered with the SEC and has a status of "approved," with a registration date of August 20, 2014.
Certified Financial Planning Services | Copperleaf Capital
We create unique retirement strategies using various investment and insurance products designed to meet the needs and objectives of our clients.
Direct Owners
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JOHN RYAN HEATH
SENIOR VICE PRESIDENT AND MANAGING MEMBER owns more than 50% but less than 75%
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RYAN GARY PETERSON
PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns more than 50% but less than 75%
Firms Located Nearby
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