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EB
CFA
EB
CFA
Eric Copeland Brown
Copeland Capital Management, LLC
22 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Copeland Capital Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.9B
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Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
July 1990
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Copeland Capital Management, LLC
July 2005 - Present · 20 yrs 7 mos
Previous Registrations
The Colony Group, LLC
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations
1 state
MA
Advisor
Exams
No exam information available for this advisor.
Eric Copeland Brown - Financial Advisor | TrueAdvisor