AdvisorOS Directory
Claim Profile
TK

Thomas John Kopas

PRING/TURNER CAPITAL GROUP, INC.·ALAMO, California
Unclaimed Profile
3195 DANVILLE BLVD STE 8, ALAMO, CA 94507-1970CRD# 1015062Firm CRD# 110931
01

About

Thomas John 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRING/TURNER CAPITAL GROUP, INC.
PRING TURNER
AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PRING/TURNER CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1015062
Firm CRD# 110931
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALAMO?

Browse all registered financial advisors in ALAMO, California or claim this profile if it's yours.

Browse ALAMO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas John Kopas offer?
Thomas John Kopas specializes in Financial Planning, Investment Management. Contact their office in ALAMO, California for a consultation.
What are Thomas John Kopas's credentials?
Thomas John Kopas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas John Kopas located?
Thomas John 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 Thomas John Kopas charge for services?
Thomas John 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ALAMO
Randall Lewis Manley — LODESTAR PRIVATE ASSET MANAGEMENT LLCScott Cameron Miller — LODESTAR PRIVATE ASSET MANAGEMENT LLCStephan Alan Werth — LODESTAR PRIVATE ASSET MANAGEMENT LLCKevin Leverne Gray — LODESTAR PRIVATE ASSET MANAGEMENT LLCMartin John Pring — PRING/TURNER CAPITAL GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile