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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith glacierVital +more
- 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.
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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%
Meridian alpha
Ridge quantum
- CRD
- #58047
- Ownership
- 6.0%
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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
Total SMA Asset: $262,131,675
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $986,586,372 | 21.3% |
| U.S. Government/Agency | $666,987,970 | 14.4% |
| Cash | $2,274,243,702 | 49.1% |
| Public Funds | $704,042,857 | 15.2% |
| Total | $4,631,860,901 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER FRONTIER | NORTH PIONEER | VHJJ1LX57 | JZRB | 1.40% | $18,637,346 |
| FOCUS PATHWAY PIONEER | BRIDGE ZENITH | S128NUBN3 | FOQPG | 2.30% | $85,339,001 |
| SUMMIT LEGACY | HORIZON INSIGHT | 6471ZCNPM | JVLUZ | 3.21% | $17,746,123 |
| FOCUS ZENITH UNISON | TIMBER BEACON | 5GGV3M559 | MTT | 9.94% | $3,435,661 |
| PATHWAY WAVE CATALYST | ATLAS VERTEX | VMX98DYD3 | YSBB | 0.68% | $85,730,973 |
| ALPHA MATRIX BEACON | NORTH MATRIX | XM9MVKM1E | WUB | 7.54% | $32,834,295 |
| BEACON MOMENTUM VERTEX | PATHWAY PEAK | 3BHSW4DR0 | DYMXY | 10.29% | $46,325,433 |
| SIGNAL ZENITH QUANTUM | FOUNDATION HARBOR | 7WFXIL09C | VVJ | 3.68% | $102,003,994 |