Cope Private Wealth
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 309351
- Website
- copepw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.27%
- HNWI22.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cope Private Wealth is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients via a mix of asset-based fees, hourly charges, and fixed fees. It does not position itself as a capital allocator or pension consultant, is not a multi-state adviser, and does not report active ESG investing activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Robert Cope
Wealth AdvisorCRD 6651051
Duke Cope
FounderCRD 1643007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2000 Southbridge Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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