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Building 2KOPION ASSET MANAGEMENT, LLC

Map pinMCKINNEY, TX
Phone214-425-7027
NotebookSEC #801-118111
Total AUM
$142.6M
Employees
2
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 W. LOUISIANA STREET
MCKINNEY
TX 75069-4444
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
214-425-7027

ReceiptFinancials

Total AUM
$142.6M
Accounts
14
Discretionary
$142.6M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$3.5M
HNW Individual Clients
5
AUM
$139.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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