Overview
Assets Under Management: $159 million
Headquarters: MCKINNEY, TX
High-Net-Worth Clients: 5
Average Client Assets: $31 million
Frequently Asked Questions
KOPION ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152693), KOPION ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KOPION ASSET MANAGEMENT, LLC is headquartered in MCKINNEY, TX.
KOPION ASSET MANAGEMENT, LLC serves 5 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, KOPION ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
KOPION ASSET MANAGEMENT, LLC manages $159 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, KOPION ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.86
Average High-Net-Worth Client Assets: $31 million
Total Client Accounts: 14
Discretionary Accounts: 14
Regulatory Filings
CRD Number: 152693
Last Filing Date: 2025-02-07 00:00:00
Website: https://kopion.com