Koplan & Associates

Koplan & Associates (CRD# 143042) is a financial advisory firm headquartered in Chattanooga, TN. They manage $4,808,839 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7522 East Brainerd Road, Chattanooga, TN 37421
http://www.koplancpa.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $78,833
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Koplan & Associates
Showing 1 - 1 of 1 top financial advisors.
1
A. Ronald Koplan, financial advisor Chattanooga TN
A. Ronald Koplan
CRD#: 5283768
7522 East Brainerd Road, Chattanooga, TN 37421

A. Ronald Koplan (CRD# 5283768) is an Investment Advisor Representative working at Koplan & Associates in Chattanooga, TN and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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