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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-20-1977
- Office Locations
- 1
Office Locations
About Pring Turner
Pring Turner provides investment management and comprehensive financial planning for individuals and families, with a focus on high-net-worth and retirement-minded clients nationwide. Portfolios use an “All-Season” approach emphasizing diversified, high-quality, value and income-oriented holdings with built-in risk management. The firm also offers sub-advisory portfolio management for financial advisors using its proprietary Advanced Investment Barometers™ business-cycle methodology.
Reported data analysis
What the numbers show
Between September 30, 2024 and September 26, 2025, reported AUM increased 9.9%, from $238.6M to $262.1M.
Across 5 reported observations, AUM increased 42.8% between September 29, 2021 and September 26, 2025, from $183.6M to $262.1M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 2 advisory representatives and 188 clients, or 94 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 49 years in operation. The source data was last updated on September 26, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PAMELA IWASZEWICZ
FINANCIAL PLANNER
- CRD
- --
- Ownership
- 25% but less than 50%
JAMES WILLIAM KOPAS
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #5863675
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,562,034 | $552,985 |
| Non-Discretionary | $569,641 | $284,821 |
| Total | $262,131,675 | $551,856 |
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Separately Managed Accounts
SMA allocation detail is available
Pring Turner has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Pring Turner's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.