KOPION ASSET MANAGEMENT, LLC

400 W. Louisiana Street
Mckinney, Texas 75069-4444
Tel: 214-425-7027

About KOPION ASSET MANAGEMENT, LLC

KOPION ASSET MANAGEMENT, LLC, formally registered with the SEC as KOPION ASSET MANAGEMENT, LLC. The firm was established in 02/25/2020. They have over 1 offices throughout the country.

KOPION ASSET MANAGEMENT, LLC is a Mckinney, Texas based Financial Planning firm with nearly $113,551,668 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152693
SEC#	801-118111
Assets Managed by Firm	$113,551,668
No. of Clients	16
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$113,551,668
Individuals (other than high net worth individuals)	10	$2,834,953
High net worth individuals	6	$110,716,715

Inquire with KOPION ASSET MANAGEMENT, LLC

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