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Copper Beech Financial Group, LLC

CRD 313156  ·  Moorestown, NJ  ·  $197.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
313156
SEC number
801-121409
Firm type
RIA
Assets under management
$197.4M as of Mar 12, 2026
Website
copperbeechfg.com ↗
Phone
856-988-8300
Address
1223 N. Church Street, Moorestown, NJ, 08057

Advisors at this firm

1 in our index · page 1 of 1

  • Cody BaldwinCRD 7255073 · Moorestown, NJ
    IA RegisteredBroker
1–1 of 1

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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