Pring Turner
Firm details
- Headquarters
- Alamo, California
- CRD number
- 110931
- Registered since
- April 20, 1977
- Website
- www.pringturner.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.19%
- Individuals15.1%
- Pension & Profit Sharing Plans2.05%
- Charitable Organizations1.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pring Turner is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is SEC registered (initial registration recorded in 1977) and bills primarily on a percentage-of-assets basis. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a primary focus on equities and uses Charles Schwab as its primary custodian.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents19%
- US Government Bonds16%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
James Kopas
Chief Compliance OfficerCRD 5863675
Contacts
3 of 3
Thomas Kopas
Investment AdvisorCRD 1015062
Pamela Iwaszewicz
Financial AdvisorCRD 7642682
Katie Fisher
CRD 8168199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$12.5M in ETFs
100%
$12.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV) | BlackRock | Passive | Technology | $8.2M | 82,327 | 65.73% |
Location
Alamo, CA
Contra Costa
Location
Alamo, CA
Headquartered in Alamo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3195 Danville Blvd
- Time zone
- PT (UTC-8)
- Office locations
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