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Pring/Turner Capital Group, Inc.

● SEC registered since 1977CRD 110931SEC# 801-12851Alamo, CA
Export (members)
Reg. AUM
$262.1M
Employees
4
Accounts
475
Location
Alamo, CA

Pring/Turner Capital Group, Inc. assets under management

Pring/Turner Capital Group, Inc. is a registered investment adviser overseen by the SEC based in Alamo, CA. The firm has been registered since 1977. It reports $262.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/pring-turner-capital-groupView on SEC.gov ↗

Pring/Turner Capital Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
James William Kopas ControlPortfolio Manager, Chief Compliance Officer25-50%2016
Katie J FisherVice President Of Operations10-25%2025
Pamela Iwaszewicz ControlFinancial Planner25-50%2022
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Frequently asked questions

How much does Pring/Turner Capital Group, Inc. manage?

Pring/Turner Capital Group, Inc. reports $262.1 million in regulatory assets under management on its Form ADV.

How many employees does Pring/Turner Capital Group, Inc. have?

Pring/Turner Capital Group, Inc. reports 4 employees.

Where is Pring/Turner Capital Group, Inc. located?

Pring/Turner Capital Group, Inc. is based in Alamo, CA and has been SEC-registered since 1977.

Does Pring/Turner Capital Group, Inc. disclose fund performance?

Pring/Turner Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3195 Danville Blvd Ste 8, Alamo, CA 94507-1970
Phone(925) 287-8527
Fax(925) 287-8653
Office hours8 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.6M
Non-discretionary$570K
Total (RAUM)$262.1M