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).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $41,203
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

TN

Financial Advisors at Koplan & Associates
Showing 1 - 1 of 1 top financial advisors.
1
A. Ronald Koplan
CRD#: 5283768
Chattanooga, TN
93
Wealthminder
score

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.

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