Cope Corrales is a well-established investment advisory firm based in Washington, DC, with three offices. With a clientele of over 540 individuals, they expertly manage assets totaling more than $140,851,000. Cope Corrales specializes in advising both employer 401K plans and individual investors, showcasing their extensive experience in this domain.
Operating under a discretionary management approach, Cope Corrales assumes full responsibility for making investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a ...
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Assets Under Mgmt
$140.85M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.