Unclaimed Profile

James William Kopas

PRING/TURNER CAPITAL GROUP, INC.·ALAMO, California

Clean recordPRING/TURNER CAPITAL GROUP, INC.

3195 DANVILLE BLVD STE 8, ALAMO, CA 94507-1970CRD# 5863675Firm CRD# 110931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Kopas · ALAMO, CA

Registration

CRD #5863675 · PRING/TURNER CAPITAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James William Kopas is a registered financial advisor based in ALAMO, California, affiliated with PRING/TURNER CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRING/TURNER CAPITAL GROUP, INC.

PRING TURNER

AUM

$239M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRING/TURNER CAPITAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5863675

Firm CRD# 110931

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Kopas offer?

James William Kopas specializes in Financial Planning, Investment Management. Contact their office in ALAMO, California for a consultation.

What are James William Kopas's credentials?

James William Kopas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James William Kopas located?

James William Kopas is based in ALAMO, California, working with PRING/TURNER CAPITAL GROUP, INC.. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does James William Kopas charge for services?

James William Kopas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRING/TURNER CAPITAL GROUP, INC.?

PRING/TURNER CAPITAL GROUP, INC. has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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