PRING/TURNER CAPITAL GROUP, INC.

PRING/TURNER CAPITAL GROUP, INC. of ALAMO, CA is an SEC-registered investment adviser (CRD 110931). Regulatory assets under management: $262.1M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (10)

NameRoleLocation
Thomas John KopasCHIEF EXECUTIVE OFFICER—
James William KopasPORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER—
Pamela IwaszewiczFINANCIAL PLANNER—
Katie J FisherVICE PRESIDENT OF OPERATIONS—
LITTLE STEFANIE JANECHIEF COMPLIANCE OFFICER—
TURNER JOE DENNISPRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER—
PRING MARTIN JOHNCHAIRMAN—
KOPAS THOMAS JOHNCHIEF EXECUTIVE OFFICER; VP/SECRETARY; VP/SECRETARY/TREASURER—
KOPAS JAMES WILLIAMPORTFOLIO MANAGER; PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER—
IWASZEWICZ PAMELAFINANCIAL PLANNER—

More on this firm