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KOPION ASSET MANAGEMENT, LLC
KOPION ASSET MANAGEMENT, LLC
MCKINNEY, Texas
·
1 registered advisor
·
CRD# 152693
SEC# 801-118111
0
214-425-7027
01
Firm Overview
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at KOPION ASSET MANAGEMENT, LLC
1 registered advisor
Terry Lee Ledbetter
MCKINNEY, Texas
CRD# 4410713
05
Office Locations
MCKINNEY, Texas
1 advisor
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Data sourced from SEC Form ADV filings. KOPION ASSET MANAGEMENT, LLC (CRD# 152693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.