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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2007
- Office Locations
- 1
Office Locations
About Koplan & Associates
Koplan & Associates is a Chattanooga, TN CPA-led firm providing tax preparation, accounting/bookkeeping, and independent investment advisory. They work with individuals and small business owners on integrated planning—budgeting, retirement, trusts and wills—plus business consulting. Estate planning is supported through the Estate Planning Council of Chattanooga and a Certified Estate Planning Specialist attorney; client assets are custodied at Schwab.
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Owner & Executives
A. RONALD KOPLAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5283768
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,585,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,585,923 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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