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Terry Lee Ledbetter

Kopion Asset Management, LLC

Mckinney, TX

CRD 4410713

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Employer firm

Kopion Asset Management, LLC CRD 152693

$143M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Kopion Asset Management, Llc

400 W. Louisiana Street, Mckinney, TX 75069-4444 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-03-04
  • TX RA
    APPROVED
    Since 2010-03-04

Branch Locations

400 W. Louisiana Street, Mckinney, TX 75069-4444 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kopion Asset Management, Llc Houston TX 08/2009 Present
Previous Registrations
  • 2002-10-28 → 2009-10-20
    Friedberg Investment Management, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-26
  • S65 Uniform Investment Adviser Law Examination
    2002-10-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · McKinney, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
EDWARD JONES · MCKINNEY, TX

More in Mckinney, TX

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