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
- HNWI75.92%
- Individuals18.96%
- Charitable Organizations3.25%
- Pension & Profit Sharing Plans1.24%
- Corporations / Businesses0.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pring Turner is an independent registered investment adviser organized as a corporation and registered with the SEC since 1977. The firm serves individual and family clients, offering portfolio management and financial planning services (including for small businesses), and charges clients on a percentage-of-assets-under-management basis. It is not positioned as a capital allocator or pension consultant, does not characterize itself as an active ESG investor, and operates under a single-state adviser profile according to the available filings.
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%
- US Government Bonds30%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1JAMES KOPAS
Chief Compliance OfficerCRD 5863675
Contacts
3 of 3PAMELA IWASZEWICZ
Financial AdvisorCRD 7642682
THOMAS KOPAS
Investment AdvisorCRD 1015062
MARTIN PRING
Investment StrategistCRD 2778850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$13.5M in ETFs
100%
$13.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) | ProShares | Passive | Large Value | $7.6M | 73,491 | 56.55% |
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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