Copper Beech Financial Group, LLC

$197.4MAssets under management
as of Mar 2026 · SEC Form ADV
Moorestown, NJ
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Tech stack

No one at Copper Beech Financial Group, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Copper Beech Financial Group, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $77M held · filed Dec 2024
SEI
Per Form ADV · $33M held · filed Dec 2024
Pershing
Per Form ADV · $3M held · filed Dec 2024