RK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.9B
Fee Structure
This document does not contain any fee information. Please refer to Copeland's Form ADV Part 2A Brochure for fee details.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
Manhattan Beach, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rob is a Director of Institutional Sales at Copeland Capital Management, LLC since January 2020. This role requires a full-time commitment.
Employment History
Current Registrations
Copeland Capital Management, LLC
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Ami Asset Management CORP
June 2017 - January 2020 · 2 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.