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
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts61ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Koplan & Associates
1
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.
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