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KOPLAN & ASSOCIATES
KOPLAN & ASSOCIATES LLC
CRD 143042
7522 EAST BRAINERD ROAD, CHATTANOOGA, TN, 37421, United States
Phone
423-892-4693
Fax
423-893-0215
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $2.5M |
| High net worth individuals | 3 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD