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 financial planning and portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and operates under individual ownership rather than as part of a larger network. The firm does not identify as an active ESG investor, is not a multi-state or newly formed adviser, and does not act as a pension consultant or related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
James Kopas
Chief Compliance OfficerCRD 5863675
Contacts
3 of 3
Pamela 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 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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