National Retirement Planning Experts

National Coverage
Local Professionals

KOPERNIK GLOBAL INVESTORS, LLC

Two Harbour Place
302 Knights Run Avenue, Suite 1225
Tampa, Florida 33602
Tel: 813-314-6100

Need a Financial Advisor?
Compare Vetted Advisors

About KOPERNIK GLOBAL INVESTORS, LLC

KOPERNIK GLOBAL INVESTORS, LLC, formally registered with the SEC as KOPERNIK GLOBAL INVESTORS, LLC. The firm was established in 09/06/2013. They have over 1 offices throughout the country.

KOPERNIK GLOBAL INVESTORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $5,490,380,153 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168625
SEC#801-78514
Assets Managed by Firm$5,490,380,153
No. of Clients13
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ADVISORY ONLY SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total13$5,490,380,153
Pension and profit sharing plans1$510,352,656
Other investment advisers3$451,217,071

More Retirement Planning firms in Tampa, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$433,814,330,581107002813966
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$397,045,307,119262932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$344,868,106,92510302086727
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$120,567,542,959727189
CORIENT
830 Brickell Plaza, Suite 4800
Miami, FL, 33131
$118,191,936,09597020845

Explore More Retirement Advisors in Tampa, Florida