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Home > Retirement Planners > texas > mckinney > KOPION ASSET MANAGEMENT, LLC
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 $159,020,336 assets under management, offering retirement planning & investment advisory services to 14 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 | $159,020,336 |
| No. of Clients | 14 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $159,020,336 |
| Individuals (other than high net worth individuals) | 9 | $3,398,514 |
| High net worth individuals | 5 | $155,621,822 |
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