Overview
Assets Under Management: $159 million
Headquarters: MCKINNEY, TX
High-Net-Worth Clients: 5
Average Client Assets: $31 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.86
Average High-Net-Worth Client Assets: $31 million
Total Client Accounts: 14
Discretionary Accounts: 14
Regulatory Filings
CRD Number: 152693
Last Filing Date: 2025-02-07 00:00:00
Website: HTTP://WWW.KOPION.COM