Overview
Assets Under Management: $114 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 28
Average Client Assets: $2.0 million
Frequently Asked Questions
KOPP INVESTMENT ADVISORS 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 #107010), KOPP INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
KOPP INVESTMENT ADVISORS is headquartered in BLOOMINGTON, MN.
KOPP INVESTMENT ADVISORS serves 28 high-net-worth clients according to their SEC filing dated May 03, 2018. View client details ↓
According to their SEC Form ADV, KOPP INVESTMENT ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KOPP INVESTMENT ADVISORS manages $114 million in client assets according to their SEC filing dated May 03, 2018.
According to their SEC Form ADV, KOPP INVESTMENT ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.11%
Average Client Assets: $2.0 million
Total Client Accounts: 186
Discretionary Accounts: 186
Regulatory Filings
CRD Number: 107010
Filing ID: 1213572
Last Filing Date: 2018-05-03 10:55:00