Charles P. Copeland, Inc. is a large advisory firm based in Redlands. It manages $158.1 million of regulatory assets for 676 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Oregon.
Charles P. Copeland provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charles P. Copeland, Inc. is $158.1 million. The firm's AUM has grown by 278% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charles P. Copeland, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles L Copeland has been acting as President since 1 May 1998. Charles P Copeland joined the executive team most recently as the Vice President.
The principal office where Charles P. Copeland, Inc. performs its advisory services is located at 25809 Business Center Drive, Redlands, CA 92374, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 909-799-8565 or by fax 909-799-8566. The normal business hours are 8am - 5pm on Monday - Friday.