Active
COPPER BEECH FINANCIAL GROUP, LLC
Investment Advice|MOORESTOWN, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$189.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.9M |
| Non-Discretionary | 58.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 313156 |
| SEC Number | 801-121409 |
| Street Address | 1223 N. CHURCH STREET |
| Location | MOORESTOWN, NJ 08057 |
| Country | United States |
| Phone | 856-988-8300 |
| Fax | 856-988-8319 |
| Total Employees | 9 |
Client Count by Type (254 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 80 |
| Insurance Companies | 74 |
| Individuals (other than H… | 66 |
| Corporations/Businesses | 30 |
| Pension/Profit Sharing Pl… | 4 |
Community Partners
BOROUGH OF FIELDSBORO
BOROUGH OF MEDFORD LAKES
BOROUGH OF PALMYRA
BOROUGH OF PEMBERTON
BOROUGH OF RIVERTON
BOROUGH OF WRIGHTSTOWN
CITY OF BEVERLY
CITY OF BORDENTOWN
CITY OF BURLINGTON
COUNTY OF BURLINGTON
COUNTY OF MERCER
TOWNSHIP OF BASS RIVER
TOWNSHIP OF BORDENTOWN
TOWNSHIP OF BURLINGTON
TOWNSHIP OF CHESTERFIELD
TOWNSHIP OF CINNAMINSON
TOWNSHIP OF DELANCO
TOWNSHIP OF DELRAN
TOWNSHIP OF EASTAMPTON
TOWNSHIP OF EDGEWATER PARK
BOROUGH OF FIELDSBORO
BOROUGH OF MEDFORD LAKES
BOROUGH OF PALMYRA
BOROUGH OF PEMBERTON
BOROUGH OF RIVERTON
BOROUGH OF WRIGHTSTOWN
CITY OF BEVERLY
CITY OF BORDENTOWN
CITY OF BURLINGTON
COUNTY OF BURLINGTON
COUNTY OF MERCER
TOWNSHIP OF BASS RIVER
TOWNSHIP OF BORDENTOWN
TOWNSHIP OF BURLINGTON
TOWNSHIP OF CHESTERFIELD
TOWNSHIP OF CINNAMINSON
TOWNSHIP OF DELANCO
TOWNSHIP OF DELRAN
TOWNSHIP OF EASTAMPTON
TOWNSHIP OF EDGEWATER PARK
BOROUGH OF FIELDSBORO
BOROUGH OF MEDFORD LAKES
BOROUGH OF PALMYRA
BOROUGH OF PEMBERTON
BOROUGH OF RIVERTON
BOROUGH OF WRIGHTSTOWN
CITY OF BEVERLY
CITY OF BORDENTOWN
CITY OF BURLINGTON
COUNTY OF BURLINGTON
COUNTY OF MERCER
TOWNSHIP OF BASS RIVER
TOWNSHIP OF BORDENTOWN
TOWNSHIP OF BURLINGTON
TOWNSHIP OF CHESTERFIELD
TOWNSHIP OF CINNAMINSON
TOWNSHIP OF DELANCO
TOWNSHIP OF DELRAN
TOWNSHIP OF EASTAMPTON
TOWNSHIP OF EDGEWATER PARK
Municipal Government
42 Active
42
Organizations
BEVERLY FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 2
BORDENTOWN SEWERAGE AUTHORITY
BORDENTOWN TOWNSHIP FIRE DISTRICT #1
BURLINGTON COUNTY SOIL CONSERVATION DISTRICT
BURLINGTON TOWNSHIP FIRE DISTRICT
BURLINGTON TOWNSHIP FIRE DST 1
CHESTERFIELD AND HAMILTON TOWNSHIPS FIRE DISTRICT 1
CINNAMINSON FIRE DISTRICT 1
CITY OF BEVERLY BOARD OF FIRE COMMISSIONERS
DELANCO TOWNSHIP FIRE DISTRICT
DELRAN TOWNSHIP FIRE DISTRICT 1
EASTAMPTON FIRE DISTRICT
EDGEWATER PARK SEWERAGE
EDGEWATER PARK TOWNSHIP FIRE DISTRICT 1
EVESHAM MUNICIPAL UTILITES AUTHORITY
EVESHAM TOWNSHIP FIRE DISTRICT NO 1
FLORENCE TOWNSHIP FIRE DISTRICT
HAINESPORT VOLUNTEER FIRE CO
BEVERLY FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 2
BORDENTOWN SEWERAGE AUTHORITY
BORDENTOWN TOWNSHIP FIRE DISTRICT #1
BURLINGTON COUNTY SOIL CONSERVATION DISTRICT
BURLINGTON TOWNSHIP FIRE DISTRICT
BURLINGTON TOWNSHIP FIRE DST 1
CHESTERFIELD AND HAMILTON TOWNSHIPS FIRE DISTRICT 1
CINNAMINSON FIRE DISTRICT 1
CITY OF BEVERLY BOARD OF FIRE COMMISSIONERS
DELANCO TOWNSHIP FIRE DISTRICT
DELRAN TOWNSHIP FIRE DISTRICT 1
EASTAMPTON FIRE DISTRICT
EDGEWATER PARK SEWERAGE
EDGEWATER PARK TOWNSHIP FIRE DISTRICT 1
EVESHAM MUNICIPAL UTILITES AUTHORITY
EVESHAM TOWNSHIP FIRE DISTRICT NO 1
FLORENCE TOWNSHIP FIRE DISTRICT
HAINESPORT VOLUNTEER FIRE CO
BEVERLY FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 1
BORDENTOWN FIRE DISTRICT 2
BORDENTOWN SEWERAGE AUTHORITY
BORDENTOWN TOWNSHIP FIRE DISTRICT #1
BURLINGTON COUNTY SOIL CONSERVATION DISTRICT
BURLINGTON TOWNSHIP FIRE DISTRICT
BURLINGTON TOWNSHIP FIRE DST 1
CHESTERFIELD AND HAMILTON TOWNSHIPS FIRE DISTRICT 1
CINNAMINSON FIRE DISTRICT 1
CITY OF BEVERLY BOARD OF FIRE COMMISSIONERS
DELANCO TOWNSHIP FIRE DISTRICT
DELRAN TOWNSHIP FIRE DISTRICT 1
EASTAMPTON FIRE DISTRICT
EDGEWATER PARK SEWERAGE
EDGEWATER PARK TOWNSHIP FIRE DISTRICT 1
EVESHAM MUNICIPAL UTILITES AUTHORITY
EVESHAM TOWNSHIP FIRE DISTRICT NO 1
FLORENCE TOWNSHIP FIRE DISTRICT
HAINESPORT VOLUNTEER FIRE CO
Special District
33 Active
33
Organizations
BASS RIVER TWP SCH DIST
BEVERLY CITY SCHOOL DISTRICT
BORDENTOWN REGIONAL SCHOOL DIST
BURL COUNTY INST TECH-MEDFORD
BURLINGTON CITY SCHOOL DISTRICT
BURLINGTON COUNTY SPECIAL SERVICES SCH DISTRICT
BURLINGTON COUNTY VOCATIONAL SCHOOL DISTRICT
BURLINGTON TWP SCH DIST
CHESTERFIELD TWP SCH DIST
CINNAMINSON TWP SCH DIST
DELANCO TWP SCH DIST
DELRAN TWP SCH DIST
EASTAMPTON TWP SCH DIST
EDGEWATER PARK TWP SCH DIST
EVESHAM TWP SCH DIST
FLORENCE TWP SCH DIST
FOUNDATION ACADEMY
HAINESPORT TWP SCH DIST
HAMILTON TOWNSHIP PUBLIC SCHOOL DISTRICT
LENAPE REGIONAL SCH DIST
BASS RIVER TWP SCH DIST
BEVERLY CITY SCHOOL DISTRICT
BORDENTOWN REGIONAL SCHOOL DIST
BURL COUNTY INST TECH-MEDFORD
BURLINGTON CITY SCHOOL DISTRICT
BURLINGTON COUNTY SPECIAL SERVICES SCH DISTRICT
BURLINGTON COUNTY VOCATIONAL SCHOOL DISTRICT
BURLINGTON TWP SCH DIST
CHESTERFIELD TWP SCH DIST
CINNAMINSON TWP SCH DIST
DELANCO TWP SCH DIST
DELRAN TWP SCH DIST
EASTAMPTON TWP SCH DIST
EDGEWATER PARK TWP SCH DIST
EVESHAM TWP SCH DIST
FLORENCE TWP SCH DIST
FOUNDATION ACADEMY
HAINESPORT TWP SCH DIST
HAMILTON TOWNSHIP PUBLIC SCHOOL DISTRICT
LENAPE REGIONAL SCH DIST
BASS RIVER TWP SCH DIST
BEVERLY CITY SCHOOL DISTRICT
BORDENTOWN REGIONAL SCHOOL DIST
BURL COUNTY INST TECH-MEDFORD
BURLINGTON CITY SCHOOL DISTRICT
BURLINGTON COUNTY SPECIAL SERVICES SCH DISTRICT
BURLINGTON COUNTY VOCATIONAL SCHOOL DISTRICT
BURLINGTON TWP SCH DIST
CHESTERFIELD TWP SCH DIST
CINNAMINSON TWP SCH DIST
DELANCO TWP SCH DIST
DELRAN TWP SCH DIST
EASTAMPTON TWP SCH DIST
EDGEWATER PARK TWP SCH DIST
EVESHAM TWP SCH DIST
FLORENCE TWP SCH DIST
FOUNDATION ACADEMY
HAINESPORT TWP SCH DIST
HAMILTON TOWNSHIP PUBLIC SCHOOL DISTRICT
LENAPE REGIONAL SCH DIST
School District
47 Active
47
Organizations
1040 Local Communication Workers of America
120 East State
120 EAST STATE A NJ NONPROFIT CORPORATION
12 STEPS & MORE BOOKS A NJ NONPROFIT CORPORATION
12TH OF NEVER FOUNDATION
12 TRIBES ON EARTH LIMITED
12 TRIBES ON EARTH LIMITED
151E REGIMENT D INFANTERIE DE LIGNE
1887 EDUCATION FOUNDATION
1972 ULTIMATE ALUMNI CLUB INC
1 LIFE INC
200 CLUB BURLINGTON COUNTY INC
22ND DISTRICT OF NEW JERSEY STATE FIRST AID COUNCIL INC
28676376 TRENTON HOUSING AUTHORITY
323 SBS FUND INC
3DPT CARES A NJ NONPROFIT CORPORATION
4 CIRCLES BEYOND INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1040 Local Communication Workers of America
120 East State
120 EAST STATE A NJ NONPROFIT CORPORATION
12 STEPS & MORE BOOKS A NJ NONPROFIT CORPORATION
12TH OF NEVER FOUNDATION
12 TRIBES ON EARTH LIMITED
12 TRIBES ON EARTH LIMITED
151E REGIMENT D INFANTERIE DE LIGNE
1887 EDUCATION FOUNDATION
1972 ULTIMATE ALUMNI CLUB INC
1 LIFE INC
200 CLUB BURLINGTON COUNTY INC
22ND DISTRICT OF NEW JERSEY STATE FIRST AID COUNCIL INC
28676376 TRENTON HOUSING AUTHORITY
323 SBS FUND INC
3DPT CARES A NJ NONPROFIT CORPORATION
4 CIRCLES BEYOND INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1040 Local Communication Workers of America
120 East State
120 EAST STATE A NJ NONPROFIT CORPORATION
12 STEPS & MORE BOOKS A NJ NONPROFIT CORPORATION
12TH OF NEVER FOUNDATION
12 TRIBES ON EARTH LIMITED
12 TRIBES ON EARTH LIMITED
151E REGIMENT D INFANTERIE DE LIGNE
1887 EDUCATION FOUNDATION
1972 ULTIMATE ALUMNI CLUB INC
1 LIFE INC
200 CLUB BURLINGTON COUNTY INC
22ND DISTRICT OF NEW JERSEY STATE FIRST AID COUNCIL INC
28676376 TRENTON HOUSING AUTHORITY
323 SBS FUND INC
3DPT CARES A NJ NONPROFIT CORPORATION
4 CIRCLES BEYOND INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3542 Active
3542
Organizations
Community Partners172 organizations
BOROUGH OF FIELDSBORO
Municipal Government·FIELDSBORO
CITY OF BEVERLY
Municipal Government·BEVERLY
CITY OF BURLINGTON
Municipal Government·BURLINGTON
TOWNSHIP OF BORDENTOWN
Municipal Government·BORDENTOWN
TOWNSHIP OF EDGEWATER PARK
Municipal Government·BEVERLY
TOWNSHIP OF MANSFIELD
Municipal Government·COLUMBUS
TOWNSHIP OF MOUNT HOLLY
Municipal Government·MOUNT HOLLY
TOWNSHIP OF NEW HANOVER
Municipal Government·COOKSTOWN
TOWNSHIP OF SPRINGFIELD
Municipal Government·JOBSTOWN
TOWNSHIP OF WASHINGTON
Municipal Government·EGG HARBOR CITY
TOWNSHIP OF WILLINGBORO
Municipal Government·WILLINGBORO
TOWNSHIP OF WOODLAND
Municipal Government·CHATSWORTH
BORDENTOWN FIRE DISTRICT 1
Special District·YARDVILLE
BORDENTOWN TOWNSHIP FIRE DISTRICT #1
Special District·TRENTON
BURLINGTON TOWNSHIP FIRE DST 1
Special District·BURLINGTON
CITY OF BEVERLY BOARD OF FIRE COMMISSIONERS
Special District·BEVERLY
EDGEWATER PARK SEWERAGE
Special District·EDGEWATER PARK
EDGEWATER PARK TOWNSHIP FIRE DISTRICT 1
Special District·EDGEWATER PARK
EVESHAM MUNICIPAL UTILITES AUTHORITY
Special District·MARLTON
FLORENCE TOWNSHIP FIRE DISTRICT
Special District·FLORENCE
HAINESPORT VOLUNTEER FIRE CO
Special District·HAINESPORT
HOUSING AUTHORITY OF CITY OF BURLING
Special District·BURLINGTON
LENOLA FIRE CO NO 1
Special District·MOORESTOWN
NEW JERSEY FIRE & EMERGENCY MEDICAL SERVICES INSTITUTE
Special District·BURLINGTON
THE COMMISSIONERS OF FIRE DISTRICT NO.1 IN THE TOWNSHIP OF EASTHAMPTON, COUNTY OF BURLINGTON
Special District·EASTAMPTON
TRENTON PARKING AUTHORITY
Special District·TRENTON
VINCENT FIRE CO NO 1
Special District·SOUTHAMPTON
WESTAMPTON TOWNSHIP FIRE DEPT
Special District·WESTAMPTON
WILLINGBORO MUNICIPAL UTILITIES AUTHORITY
Special District·WILLINGBORO
BURL COUNTY INST TECH-MEDFORD
School District·MEDFORD
FOUNDATION ACADEMY
School District·TRENTON
PAUL ROBESON CHARTER SCHOOL FOR THE HUMANITIES
School District·TRENTON
1040 Local Communication Workers of America
Nonprofit Organization·Trenton
120 East State
Nonprofit Organization·Trenton
120 EAST STATE A NJ NONPROFIT CORPORATION
Nonprofit Organization·TRENTON
12 STEPS & MORE BOOKS A NJ NONPROFIT CORPORATION
Nonprofit Organization·Trenton
12TH OF NEVER FOUNDATION
Nonprofit Organization·Willingboro
12 TRIBES ON EARTH LIMITED
Nonprofit Organization·WILLINGBORO
12 TRIBES ON EARTH LIMITED
Nonprofit Organization·WILLINGBORO
151E REGIMENT D INFANTERIE DE LIGNE
Nonprofit Organization·MOORESTOWN
1887 EDUCATION FOUNDATION
Nonprofit Organization·Moorestown
1972 ULTIMATE ALUMNI CLUB INC
Nonprofit Organization·Marlton
1 LIFE INC
Nonprofit Organization·MAPLE SHADE
200 CLUB BURLINGTON COUNTY INC
Nonprofit Organization·Moorestown
22ND DISTRICT OF NEW JERSEY STATE FIRST AID COUNCIL INC
Nonprofit Organization·Edgewater Park
28676376 TRENTON HOUSING AUTHORITY
Nonprofit Organization·Trenton
323 SBS FUND INC
Nonprofit Organization·Trenton
3DPT CARES A NJ NONPROFIT CORPORATION
Nonprofit Organization·MEDFORD
4 CIRCLES BEYOND INC
Nonprofit Organization·Willingboro
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·egg harbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Trenton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Trenton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mount Holly
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Trenton
4 PAWS WITH A CAUSE
Nonprofit Organization·Medford
4 UNCLE CORY FOUNDATION INC
Nonprofit Organization·COOKSTOWN
676 LOCAL RETIREES CHAPTER
Nonprofit Organization·Marlton
76 12 LINDEN LANE INC
Nonprofit Organization·TRENTON
7 ACES FLIGHT CLUB
Nonprofit Organization·CHESTERFIELD
9TH DIVISION WWII HISTORIC PRESERVATION SOCIETY
Nonprofit Organization·cinnaminson
AACCNJ Capital Fund Inc
Nonprofit Organization·Trenton
AACCNJ CAPITAL FUND INC
Nonprofit Organization·TRENTON
AACE INTERNATIONAL
Nonprofit Organization·Trenton
AAHFN
Nonprofit Organization·MOUNT LAUREL
ABBA PREGNANCY CENTER INC
Nonprofit Organization·PALMYRA
ABC NJ APPRENTICESHIP EDUCATION & TRAINI
Nonprofit Organization·MOUNT LAUREL
ABCO FEDERAL CREDIT UNION FOUNDATION INC
Nonprofit Organization·MOORESTOWN
A BETTER WAY
Nonprofit Organization·Trenton
ABOFREM AREA FOUNDATION INC
Nonprofit Organization·MOORESTOWN
ABUNDANT NEW LIFE MINISTRIES
Nonprofit Organization·WILLINGBORO
ACCELERATED ANGELS
Nonprofit Organization·Marlton
ACCREDITATION BOARD FOR SPECIALTY NURSING CERTIFICATION
Nonprofit Organization·MOUNT LAUREL
ACECNJ Foundation Inc
Nonprofit Organization·Trenton
ACES TRAVEL BASEBALL
Nonprofit Organization·Trenton
ACHIEVERS EARLY COLLEGE PREP INC.
Nonprofit Organization·TRENTON
Acquired Brain Injury
Nonprofit Organization·Lumberton
ACTION NOT WORD INC
Nonprofit Organization·Mount Laurel
ACTIVATE INTERNATIONAL INC
Nonprofit Organization·LUMBERTON
ADAM SHANKS EMPLOYMENT CENTER
Nonprofit Organization·Trenton
ADDICTIONS ANSWER
Nonprofit Organization·Medford
ADDIS AWARDS FUND INC
Nonprofit Organization·Chesterfield
ADEPT PROGRAMS INC
Nonprofit Organization·MOUNT HOLLY