Kopion Asset Management, LLC

Kopion Asset Management, LLC (CRD# 152693) is a financial advisory firm headquartered in Mckinney, TX. They manage $80,546,938 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $3,835,568
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Kopion Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Terry L. Ledbetter
CRD#: 4410713
400 W. Louisiana Street, Mckinney, TX 75069
96
Wealthminder
score

Terry Ledbetter (CRD# 4410713) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 15 years of experience in the finance industry.

2
Alfred Cheng
CRD#: 6553744
400 W. Louisiana Street, McKinney, TX 75069
89
Wealthminder
score

Alfred Cheng (CRD# 6553744) is an Investment Advisor Representative working at Kopion Asset Management, LLC in McKinney, TX and has over 2 years of experience in the finance industry.

3
Jonathan R. Lindstrom
CRD#: 6767902
400 W. Louisiana Street, Mckinney, TX 75069
87
Wealthminder
score

Jonathan Lindstrom (CRD# 6767902) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has 1 year of experience in the finance industry.

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