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).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kopion Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Terry L. Ledbetter
CRD#: 4410713
400 W. Louisiana Street, Mckinney, TX 75069

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 R. Lindstrom
CRD#: 6767902
400 W. Louisiana Street, Mckinney, TX 75069

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.