Pring Turner Capital Group

Pring Turner Capital Group (CRD# 110931) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $141,824,574 in 129 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $1,099,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CO, FL, TX

Financial Advisors at Pring Turner Capital Group
Showing 1 - 3 of 3 top financial advisors.
1
James W. Kopas
CRD#: 5863675
1600 S. Main Street, Walnut Creek, CA 94596
93
Wealthminder
score

James Kopas (CRD# 5863675) is an Investment Advisor Representative working at Pring Turner Capital Group in Walnut Creek, CA and has over 5 years of experience in the finance industry.

2
Thomas J. Kopas
CRD#: 1015062
1600 S. Main Street, #375, Walnut Creek, CA 94596
93
Wealthminder
score

Thomas Kopas (CRD# 1015062) is an Investment Advisor Representative working at Pring Turner Capital Group in Walnut Creek, CA and has over 35 years of experience in the finance industry.

3
Joe D. Turner
CRD#: 2759847
22416 Country Road 11, Pleasant View, CO 81331
93
Wealthminder
score

Joe Turner (CRD# 2759847) is an Investment Advisor Representative working at Pring Turner Capital Group in Pleasant View, CO and has over 20 years of experience in the finance industry.

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