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Form CRS Relationship Summary; ADV Part 3

As of this month, the SEC has asked SEC-registered investment adviser to create and deliver a CRS Form similar to the ADV Part 1 and Part 2. Copper Harbor Investment Advisors has recently updated its CRS Form Relationship Summary (also called ADV Part 3) that summarizes information about the firm in an easy to read format. The latest updates are required to be provided to clients and any interested parties for their review. 

Please see our Part 3 Relationship Summary filing by clicking on the link below:

Thank you for your continued support and confidence in Copper Harbor Investment Advisors.

If you have any questions, please contact Steve Hooyman at 920-687-7205.

Amy Sitter 920-687-7207
Jesse Nelson 920-441-0300
Ramon Mateos 920-441-0301

Our Address:
250 N Metro Drive, Suite A
Appleton WI 54913

Phone Number:


Copyright © 2020 Copper Harbor Investment Advisors, LLC, All rights reserved.

250 N. Metro Drive, Suite A  Appleton, WI  54913

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Copper Harbor Investment Advisors · 250 N Metro Dr Ste A · Appleton, WI 54913-8571 · USA

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