Kopion Asset Management, LLC
Kopion Asset Management, LLC (CRD# 152693) is a financial advisory firm headquartered in Mckinney, TX. They manage $130,909,984 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kopion Asset Management, LLC
By the Numbers
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Total Assets Under Management131MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$8,727,332
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Kopion Asset Management, LLC
1
Terry Ledbetter (CRD# 4410713) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 21 years of experience in the finance industry.
2
Jonathan Lindstrom (CRD# 6767902) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 6 years of experience in the finance industry.
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