SD
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
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Advisor Information
Office location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
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
Sean works as an internal wholesaler for Copeland Capital Management, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Copeland Capital Management, LLC
August 2024 - Present · 1 yr 5 mos
Vigilant Distributors, LLCBroker
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.