Canopy Partners is an investment advisor in Terrace Park with $104.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-127366
FINRA CRD number
324812
AUM ?
$596.75 mm
(as of 18 Jul 24)
Accounts
297
(as of 18 Jul 24)
Employees
7
(3 investment advisory or research)
Latest filings (excl ownership)