Coppice Asset Management, LLC is a related adviser based in Syracuse. It manages $31.71 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.
Coppice Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coppice Asset Management, LLC is $31.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Coppice Asset Management, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Coppice Asset Management, LLC performs its advisory services is located at 101 S. Salina St., Syracuse, NY 13202 The mailing address of the firm is 6384 Stuart St., The Plains, VA 20198. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-476-8200. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at coppiceasset.com.