Canopy Asset Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

123 Marina Dr, Saint Simons Island, Geor...

Phone Number

(912) 268-2601

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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About Canopy Asset Management

Canopy Asset Management is an independent financial advisory firm dedicated to simplifying the complexities of the financial world for its clients. They offer a comprehensive range of services including asset management, trust management, estate planning, and insurance, tailored for individual investors and entrepreneurs. The firm emphasizes building long-lasting relationships with clients through education and guidance, ensuring that their financial goals and dreams are prioritized. With a commitment to objectivity and unbiased advice, Canopy Asset Management aims to support clients in achieving financial success.Explore more
Canopy Asset Management's Social MediaPopular SearchesCanopy Asset Management LLCCanopy Asset ManagementCanopy Asset LLCAbove The Canopy Productions LLCAsset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Canopy Asset Management Org Chart

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JF
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Canopy Asset Management

<$5M
1-10
Private
-
2010
JF
Jennifer FussellChief Operating Officer
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
1970
RA
Rachele AndersonDirector, Operations
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
2006
CS
Cody SiebertFinancial Owner & Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Canopy Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Canopy Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Canopy Asset Management.

Canopy Asset Management Tech Stack

A closer look at the technologies used by Canopy Asset Management

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Frequently Asked Questions Regarding Canopy Asset Management

What is Canopy Asset Management's official website?
Canopy Asset Management's official website is www.canopyasset.com
What is Canopy Asset Management's Revenue?
Canopy Asset Management's revenue is <$5 Million
What is Canopy Asset Management's SIC code?
Canopy Asset Management's SIC: 62,628
What is Canopy Asset Management's NAICS code?
Canopy Asset Management's NAICS: 52,523
How many employees does Canopy Asset Management have?
Canopy Asset Management has 1-10 employees
What industry does Canopy Asset Management belong to?
Canopy Asset Management is in the industry of: Finance, Securities Trading
What is Canopy Asset Management competition?
Canopy Asset Management top competitors include: Copper Canyon Wealth Management, Provident Wealth Management Group, Sachs Financial Servic, Siebert & Briggs Wealth Management Advisors
What technology does Canopy Asset Management use?
Some of the popular technologies that Canopy Asset Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Canopy Asset Management?
Canopy Asset Management contact info: Phone number: (912) 268-2601 Website: www.canopyasset.com
What does Canopy Asset Management do?

Canopy Asset Management is an independent financial advisory firm dedicated to simplifying the complexities of the financial world for its clients. They offer a comprehensive range of services including asset management, trust management, estate planning, and insurance, tailored for individual investors and entrepreneurs. The firm emphasizes buildi... ng long-lasting relationships with clients through education and guidance, ensuring that their financial goals and dreams are prioritized. With a commitment to objectivity and unbiased advice, Canopy Asset Management aims to support clients in achieving financial success.Read More

What are Canopy Asset Management social media links?
Canopy Asset Management Linkedin page Canopy Asset Management Twitter page Canopy Asset Management Facebook page
Is Canopy Asset Management a public company?
Canopy Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Canopy Asset Management

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