$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2014
- Office Locations
- 1
Office Locations
-- Green BAY WI
About Kopp Financial
Kopp Financial is a Green Bay, Wisconsin-based retail RIA providing financial planning and insurance-related guidance. Portfolios are primarily implemented with ETFs and some investment-grade corporate bonds, with access via custodians such as Charles Schwab. The firm is currently closed to new clients; existing clients can still access accounts and schedule appointments online.
Team overview
46 AVG AGE
$1.7M AVG AUM / ADVISOR
$77.3K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN DAVID KOPP
President
- CRD
- #5187648
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing