Koplan & Associates
Koplan & Associates (CRD# 143042) is a financial advisory firm headquartered in Chattanooga, TN. They manage $535,645 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$41,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
A. Ronald Koplan (CRD# 5283768) is an Investment Advisor Representative working at Koplan & Associates in Chattanooga, TN and has over 10 years of experience in the finance industry.