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William Fred Coats

KORNITZER CAPITAL MANAGEMENT, INC.·MISSION, Kansas
Unclaimed Profile
5420 WEST 61ST PLACE, MISSION, KS 66205-3084CRD# 6500371Firm CRD# 111087
01

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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
KORNITZER CAPITAL MANAGEMENT, INC.
KORNITZER CAPITAL MANAGEMENT, INC.
AUM
$7.2B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at KORNITZER CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6500371
Firm CRD# 111087
4 disclosures on file
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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Other advisors in MISSION
Laura Anne Symon Browne — KORNITZER CAPITAL MANAGEMENT, INC.Robert James Male — KORNITZER CAPITAL MANAGEMENT, INC.Barry Eugene Koster — KORNITZER CAPITAL MANAGEMENT, INC.Jay William Hummel — UNITING WEALTH PARTNERSJohn Charles Kornitzer — KORNITZER CAPITAL MANAGEMENT, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
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