AdvisorOS Directory
Claim Profile
PK

Paul Kopsky

HUNT INVESTMENT MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 6382634Firm CRD# 151744
01

About

Paul Kopsky is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with HUNT INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HUNT INVESTMENT MANAGEMENT, LLC
HUNT INVESTMENT MANAGEMENT, LLC
AUM
$140M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at HUNT INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION, ORIGINATION AND/OR DISPOSITION FEES
Regulatory
SEC/IARD CRD# 6382634
Firm CRD# 151744
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONSHOHOCKEN?

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

Browse CONSHOHOCKEN 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 Paul Kopsky offer?
Paul Kopsky specializes in Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Paul Kopsky's credentials?
Paul Kopsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Kopsky located?
Paul Kopsky is based in CONSHOHOCKEN, Pennsylvania, working with HUNT INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Paul Kopsky charge for services?
Paul Kopsky's firm is compensated through percentage of aum, performance-based fees, other: acquisition, origination and/or disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUNT INVESTMENT MANAGEMENT, LLC?
HUNT INVESTMENT MANAGEMENT, LLC has approximately 22 employees and manages $140M 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 CONSHOHOCKEN
Edward Crawley Rorer — KATAMA GP LLCMark William Giovanniello — KATAMA GP LLCCharles Michael Barrett — KATAMA GP LLCErik Brooks Granade — KATAMA GP LLCEric Copeland Brown — KATAMA GP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile