Kopper Investment Management Inc (Colorado Springs)

Name: Kopper Investment Management Inc
Address: 102 North Cascade Avenue Ste 220, Colorado Springs, CO, 80903
Telephone: 719-578-2040

Kopper Investment Management Inc is an adviser based in Colorado Springs. It manages $59 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Kopper Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kopper Investment Management: assets under management

The assets under management (AUM) of Kopper Investment Management Inc is $59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kopper Investment Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kopper Investment Management Inc

Nancy Dana Champion has been acting as President since 1 Jun 1993. Kopper William Bruce joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carolyn Seay Kopper	Secretary/treasurer, direstor	1 Jun 1993	Other	4354398
Nancy Dana Champion	Director	1 Jun 1993	Other	4354406
William Koppper	President & ceo	1 Oct 1993	75% - 100%	2569260
William Bruce Koppper	President & ceo	1 Oct 1993	75% - 100%	2569260
Kopper William Bruce	Chief compliance officer	1 Feb 2004	75% - 100%	xxx-xx-xxxx

Based in Colorado Springs

The principal office where Kopper Investment Management Inc performs its advisory services is located at 102 North Cascade Avenue Ste 220, Colorado Springs, CO 80903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-578-2040 or by fax 719-578-2051. The normal business hours are 7:30-3:00 on Monday - Friday. You can find more information about the New York firm at brucekop@worldnet.att.net.