Unclaimed Profile

William Fred Coats

KORNITZER CAPITAL MANAGEMENT, INC.·MISSION, Kansas

KORNITZER CAPITAL MANAGEMENT, INC.

5420 WEST 61ST PLACE, MISSION, KS 66205-3084CRD# 6500371Firm CRD# 111087

Profile Verification

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

Identity

William Fred Coats · MISSION, KS

Registration

CRD #6500371 · KORNITZER CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

William Fred Coats is a registered financial advisor based in MISSION, Kansas, affiliated with KORNITZER CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

KORNITZER CAPITAL MANAGEMENT, INC.

AUM

$7.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KORNITZER CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6500371

Firm CRD# 111087

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Fred Coats offer?

William Fred Coats specializes in Investment Management, Wealth Management. Contact their office in MISSION, Kansas for a consultation.

What are William Fred Coats's credentials?

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

Where is William Fred Coats located?

William Fred Coats is based in MISSION, Kansas, working with KORNITZER CAPITAL MANAGEMENT, INC.. Their office serves clients in the MISSION metropolitan area and surrounding communities.

How does William Fred Coats charge for services?

William Fred Coats's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KORNITZER CAPITAL MANAGEMENT, INC.?

KORNITZER CAPITAL MANAGEMENT, INC. has approximately 40 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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